Kyle Strife (CRD# 5726215) is an Investment Advisor Representative working at Eagle Strategies LLC in New Hartford, NY and has over 13 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Honolulu, HI | Jun 2023 - Current | 1 |
| Crystal Clear Financial Group, LLC | New Hartford, NY | Jan 2021 - Current | 3 |
| Nelson & Strife Financial Group | New Hartford, NY | May 2017 - Current | 7 |
| Nylife Securities LLC | Utica, NY | Jul 2010 - Current | 14 |
| New York Life Insurance Company | Utica, NY | Oct 2009 - Current | 14 |
| Marble Hill Inn | Oneida, NY | Oct 2002 - Dec 2021 | 19 |
| Nelson Financial Group | New Hartford, NY | Nov 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
- HI
- NY
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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