Isaac B Kamman

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

• 02/2002 → Present
  New York Life Insurance
  New York, NY
• 10/2003 → Present
  Nylife Securities
  New York, NY
• 10/2009 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[LEW KAMMAN CONSULTING INC.; CONSULTS OTHER COMPANIES ON COMPUTER, NETWORKING AND TECHNOLOGY ISSUES; PASSIVE OWNER; START DATE 11/2008; NON INVESTMENT RELATED] [Bais Shmuel-Chabad ; Synagogue ; 1512 Union Street Brooklyn NY 11213 ; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Provide advice and guidance to the Synagogue President and vote on board required decisions][Crown Heights Jewish Community Council ; Non-for profit that assists with local community issues. ; 387 Kingston Ave Brooklyn NY 11213 ; Start Date 06/2024; Role/Title: Board Member; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours; provide strategic insight and oversight to the management team.]

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-24

Designations

• Chartered Financial Consultant