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Kevin James Radavich

Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Eagle Strategies LLCAug 2026 to now
  2. Nylife Securities LLCJun 2020 to now
  3. New York Life Insurance CompanyMay 2019 to now
  4. Finn Financial SolutionMay 2018 to May 2019
  5. Academic Resource CenterAug 2017 to Apr 2020
  6. Nichols CollegeAug 2016 to May 2020
  7. Marlborough Country BakeryJun 2015 to Aug 2017
  8. East Hampton Parks & RecreationMay 2015 to Aug 2018

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
7122090
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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