DS
Daniel T. Sullivan
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CRD#: 8079300
DS
Daniel Tyler Sullivan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel Tyler Sullivan was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 2026. Daniel had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[772 Greeley Drive LP; Investment Related; Real Estate; 4412 Soper Ave. Nashville, TN 37204; Luxury Single Family Spec Home development; Limited Partner; start 07/25; 0 hours per month; passive investment] [Ugly Bagel Investment Group LLC; Investment related; 401 Church St. STE 2800, Nashville, TN 37219; Owns interest in Ugly Bagel Co. Stores 1 & 2 (and future stores). ; Investor; start 12/24; 0 hours devoted; 0hours devoted during securities tradition hours; Passive investor] [Al Coa Investments LLC; Investment related; 2020 Baker Rd. Goodlettsville, TN 37072; An investment vehicle to hold interests in various passive investments; Member; start 11/2024; 0 hours devoted; 0 hours during securities trading hours; I am a member of this entity and made a capital contribution for the initial investment but have no other functions nor responsibilities on an ongoing basis within this holding company] [Temporary Bridge Lending to 2K Development; Investment related; 2020 Baker Rd. Goodlettsville, TN 37072; I provide temporary bridge lending to one of my best friends for the development of luxury single family spec homes in Nashville. When closed, I receive back my initial basis + share of profits, pro-rata according to total cash in. Ordinary Income; No position/no title; passive investor; start 11/2023; 0 hours devoted; Passive Investor] [1130 Brookmeade Drive LP; Investment Related; Real Estate; 4412 Soper Ave. Nashville, TN 37204; Luxury Single Family Spec Home development; Limited Partner; start 02/25; 0 hours devoted; 0 hours during securities trading hours; No duties; passive investment] [Name TBD LLC; investment related; 2020 Baker Rd. Goodlettsville, TN 37072; Artist management Passive Investor; start 01/2018; 0 hours devoted; Passive investor] [K2 Capital Tide Rock Fund LLC; Investment related; 50856 Stone Hill Ct. Granger, IN 46530; Passive Investor in Tide Rock Holdings fund; Passive Investor ; start 08/2021; 0 hours devoted; Passive investor] [XWF21Lime LLC; Investment related; 955 Scarlett Oaks Rd. Maryville, TN 37801; lessor of single family residential real estate; member; start 02/2019; 0 hours devoted; No duties] [AAA-O Consulting LLC; Investment related; 2020 Baker Rd. Goodlettsville, TN 37072; Formerly operating company for consulting services prior to current employment; entity now just holds passive investment interest in Name TBD LLC, an artist management company.; Managing Member; start 06/2015; 0 hours devoted; No current duties][915 Alder Drive LP; This entity will purchase land and build a luxury single family spec home at 915 Alder Dr. Nashville, TN 37220; 915 Alder Dr. Nashville, TN 37220; Start Date 01/2026; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Cascade Atlas Ventures LLC; investment in Patricof Co's CHAMP fund vehicle. ; 850 NEW BURTON ROAD SUITE 201, Dover, DE 19904; Start Date 01/2026; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
April 10, 2026 - June 10, 2026
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
AUSTIN, TX
Past
January 5, 2026 - June 10, 2026
NYLIFE SECURITIES LLC
BD
CRD#: 5167
AUSTIN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/5/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Loading...
Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
