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Harold T Bourque

Investment Adviser Representative at EAGLE STRATEGIES LLC

Saddle Brook, NJCRD #1568139Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Harold T. Bourque has worked in the securities industry since 1989. They have passed the Series 65, 63, 57, 55, 24, and 7 examinations. They are registered to provide investment advisory services in New Jersey.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/28/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 10/9/1986
Series 57
Securities Trader Exam
Passed 4/23/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 3/10/2004
Series 7
General Securities Representative Examination
Passed 9/20/1986
Series 24
General Securities Principal Examination
Passed 10/28/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Eagle Strategies LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EAGLE STRATEGIES LLCCurrent
3/4/2025Saddle Brook, NJ
ELEVATION, LLC
2/24/20222/1/2023New York, NY
OLIVETREE FINANCIAL, LLC
2/21/20141/3/2022New York, NY
KNIGHT CAPITAL AMERICAS LLC
7/2/201211/6/2013Jersey City, NJ
KNIGHT CAPITAL AMERICAS, L.P.
7/2/20037/2/2012Jersey City, NJ
CITIGROUP GLOBAL MARKETS INC.
11/28/19977/7/2003New York, NY
SALOMON BROTHERS INC.
10/5/19959/1/1998New York, NY
SMITH BARNEY INC.
8/30/19939/28/1995New York, NY
UBS SECURITIES INC.
8/12/19875/28/1993New York, NY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Harold T Bourque has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Harold T Bourque - Financial Advisor in Saddle Brook, NJ | AdvisorFinder