Kirk Howard Dougherty
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
12 years in the industry.
- Eagle Strategies LLCSep 2022 to now
- Nylife Securities LLCFeb 2019 to now
- New York Life Insurance Co.Oct 2018 to now
- Salt Marsh OperaSep 2018 to Sep 2018
- Utah Festival Opera and MusicalMay 2018 to Aug 2018
- UnemployedJun 2017 to May 2018
- Opera San JoseJul 2014 to Jun 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7029634
- Firm CRD
- 110826