Kathryn Lee Kelley
Investment adviser representative at Eagle Strategies LLC
17 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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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
17 years in the industry.
- Premise Financial Planning, LLC d/b/a Premise Financial GroupMar 2023 to now
- Silas Parker & Associates LLCSep 2021 to now
- Eagle Strategies LLCDec 2012 to now
- New York Life Insurance CompanyNov 2012 to now
- Nylife Securities, LLCNov 2012 to now
- The Huntington Investment CompanySep 2011 to now
- Salem Financial GroupMar 2020 to Mar 2023
- Ymca of Greater ToledoJan 2009 to Jan 2026
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 3091778
- Firm CRD
- 110826