Kari S Rai

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

• 01/2008 → 08/2023
  Lcci Nepal
  Kathmandu
• 11/2017 → 06/2018
  Cvs
  Providence, RI
• 09/2018 → 11/2018
  Steven Testa Telemarketing
  Warwick, RI
• 01/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 01/2019 → 04/2022
  Equitable Advisors, Llc
  New York, NY
• 07/2016 → 10/2017
  Homemaker
  Providence, RI
• 09/2023 → Present
  New York Life Insurance Co
  Johnston, RI
• 01/2024 → Present
  Nylife Securities Llc
  Johnston, RI
• 03/2024 → Present
  Eagle Strategies Llc
  Johnston, RI

Previous Registrations

• 2020-01-28 → 2022-05-02
  Equitable Advisors, Llc
  Providence, RI
  Stamford, CT
  Warwick, RI

Other Businesses

[LCCI Global Qualifications pvt ltd; Training and Certification of courses relevant to local Nepalese economy; Bhanimandal, Lalitpur, Nepal; start 01/2008; silent partner; 0 hours per month; non-investment related] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 201 Jones Rd, 5th Floor, Waltham, MA 02451; start 03/2018; commissions; 5 hours per month, 0 hours during securities trading hours; insurance related]

Exams

• S66 Uniform Combined State Law Examination
  2019-02-19
• S63 Uniform Securities Agent State Law Examination
  2002-11-19

Other Names

• Shrinkhala Rai
• Kari Shrinkhala Rai
• Kari Shrinkala Rai