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Brian Paul Keigan

Investment adviser representative at Eagle Strategies LLC
22 yearsExperience
3 statesRegistered in
PFSDesignation
$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

22 years in the industry.

  1. Ostberg & Associates Financial Services and InsuranceAug 2023 to now
  2. Executive Financial Solutions Group, LLCJul 2021 to now
  3. Eagle Strategies LLCMay 2021 to now
  4. Nylife Securities LLCApr 2021 to now
  5. New York Life Insurance CoMar 2021 to now
  6. AmazonMay 2022 to Jan 2024
  7. Park Avenue SecuritiesMay 2005 to Mar 2021
  8. Cfs Hartford LLC (mw Financial Group)Mar 2005 to Mar 2021
  9. Guardian Life Insurance CompanyDec 2004 to Mar 2021

Designations

  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 3 states (CT, MA, 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
4868285
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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