Kari S Rai
Investment adviser representative at Eagle Strategies LLC
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Eagle Strategies LLCMar 2024 to now
- Nylife Securities LLCJan 2024 to now
- New York Life Insurance CoSep 2023 to now
- Equitable Advisors, LLCJan 2019 to Apr 2022
- AXA Advisors, LLCJan 2019 to Jun 2020
- Steven Testa TelemarketingSep 2018 to Nov 2018
- CvsNov 2017 to Jun 2018
- HomemakerJul 2016 to Oct 2017
- Lcci NepalJan 2008 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
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
- 4484140
- Firm CRD
- 110826