Kyle M Castilaw
Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Kyle M Castilaw? Claim your profile
Contact this firm
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
11 years in the industry.
- Eagle Strategies LLCDec 2022 to now
- Nylife Securities LLCJul 2022 to now
- May Financial Strategies, LLCApr 2022 to now
- Eagle Strategies LLCOct 2019 to Apr 2022
- May Financial SolutionsJan 2016 to Apr 2022
- Nylife Securities LLCSep 2015 to Apr 2022
- New York Life Insurance CoMar 2015 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6494380
- Firm CRD
- 110826