Kelly Diane Kaneski
Investment adviser representative at Eagle Strategies LLC
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Eagle Strategies LLCApr 2007 to now
- Kaneski Associates Financial & Insurance ServicesApr 2007 to now
- Nylife Securities Inc.Apr 1999 to now
- New York Life Ins CoNov 1998 to now
- Mahoney Financial Organization, LLC d/b/a Mfo Insurance SolutionAug 2017 to Aug 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 3214853
- Firm CRD
- 110826