Kimberly Lovins Miles

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

• 07/2002 → Present
  New York Life Insurance Co.
  Waltham, MA
• 06/2008 → Present
  Eagle Strategies Llc
  Woburn, MA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [SINCERT IN A BAND; NON-INVESTMENT ACTIVITY; 4 HOURS MONTHLY WITH 0 HOURS OCCURRING DURING SECURITIES TRADING HOURS; HAS NO ACCESS TO BAND FINANCIALS OR CHECKBOOK.] [Miles In Heels Productions LLC; I executive produce, emcee live events/programs and create content for professionals-teach Mah Jongg classes; 10 Tufts Road, Winchester, MA 01890; Start Date 05/2014; Role/Title: Owner; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-16
• S63 Uniform Securities Agent State Law Examination
  2003-02-14

Other Names

• Kimberly B Lovins
• Kimberly B Lovins Miles