Amy M Kates
Investment adviser representative at Eagle Strategies LLC
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$32BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
38 years in the industry.
- Kates Financial & Insurance StrategiesApr 2013 to now
- Eagle Strategies LLCMar 2009 to now
- Nylife Securities Inc.Feb 1989 to now
- New York Life Ins CoMay 1988 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (MA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1937926
- Firm CRD
- 110826