Lily Ku
Investment adviser representative at Eagle Strategies LLC
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
15 years in the industry.
- Eagle Strategies LLCDec 2024 to now
- Nylife Securities LLCJun 2024 to now
- New York Life Insurance CompanyJan 2024 to now
- MML Investors Services, LLCApr 2022 to Jan 2024
- Massmutual Life Insurance CoMar 2022 to Jan 2024
- Eagle Strategies LLCJan 2013 to Mar 2022
- New York Life Insurance CompanyMar 2011 to Mar 2022
- Nylife SecuritiesMar 2011 to Mar 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2933459
- Firm CRD
- 110826