Kevin Richard Clapham
Investment adviser representative at Eagle Strategies LLC
19 yearsExperience
3 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
19 years in the industry.
- Momentum Capital Group, LLCMar 2020 to now
- Eagle Strategies LLC.Jan 2011 to now
- Nylife Securities LLC.Mar 2008 to now
- New York Life Insurance CompanyDec 2007 to now
- Integrated Financial Strategies, LLCApr 2011 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, WY).
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
- 5460750
- Firm CRD
- 110826