Felicia Kestenberg

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  New York Life Insurance Company
  New York, NY
• 05/2012 → Present
  Nylife Securities Llc
  New York, NY
• 04/2018 → Present
  Kesten Financial Group, Llc
  New York, NY
• 08/2019 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[FELICIA KESTEN COSMETICS; OWNER/PRESIDENT; NON INVESTMENT-RELATED; BROOKLYN, NY; DORMANT ENTITY; NO INCOME EARNED OR ACTIVITY CONDUCTED; NOT YET DISSOLVED WITH NEW YORK STATE] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products and through Simplicity Scottsdale; 420 Lexington Ave. , NY, NY 1-170; Start Date 10/2016; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KESTEN FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 04/2018]

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-06
• S63 Uniform Securities Agent State Law Examination
  2012-10-10