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Sonali Virendra

Elected Manager at Eagle Strategies

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Sonali Virendra holds the title Elected Manager at Eagle Strategies LLC, a New York investment adviser managing $32B. Sonali Virendra has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at Eagle Strategies

Title on Schedule A
Elected Manager
Control
Sonali Virendra is a control person of Eagle Strategies.
Ownership
An individual ownership band is not available in the source record.
Tenure
Sonali Virendra has held the filed role since January 2026.

The firm

Eagle Strategies LLC
New York, NY

Form ADV filed 31 July 2026

$32B AUM133,900 clients2,463 advisers27 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 2005
  3. Passed Series 7 · 2002
  4. Passed Series 63 · 1996
  5. Passed Series 6 · 1993

Registrations and exams

Broker registration; no current adviser registration. Sonali Virendra has passed 5 qualifying exams.

Examinations

Series 6325 June 1996
Name
Uniform Securities Agent State Law Examination
Series 241 March 2005
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 725 February 2002
Name
General Securities Representative Examination
Series 610 November 1993
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Sonali Virendra
CRD
2404467
Firm
Eagle Strategies LLC
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Sonali Virendra work?

Sonali Virendra has held the title Elected Manager at Eagle Strategies LLC since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

Does Sonali Virendra have a current investment-adviser registration?

Sonali Virendra has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Sonali Virendra passed?

Sonali Virendra has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and SIE. The earliest, the Series 6, was passed in November 1993.

Source: IAPD individual record, checked 17 October 2026

Leadership at Eagle Strategies

Sources

  1. IAPD individual record, CRD 2404467. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Eagle Strategies LLC, filed 31 July 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Sonali Virendra or Eagle Strategies LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.