Kevin Ewing
Investment adviser representative at Eagle Strategies LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Cornerstone Financial Group, LLCDec 2022 to now
- Eagle Strategies LLCAug 2019 to now
- Nylife Securities LLCMar 2019 to now
- New York Life Insurance Co.Dec 2018 to now
- Bankers Life Securities IncJun 2016 to Jan 2019
- Bankers Life and Casualty CompanyMay 2010 to Jan 2019
- The Seaview RestaurantSep 2009 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6677085
- Firm CRD
- 110826