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Christopher Francis Kenney

Eagle Strategies LLC

Woburn, MA

CRD 5888259

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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:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-03-11
  • MA RA
    APPROVED
    Since 2021-03-11

Branch Locations

400 Tradecenter Drive Suite 5900, Woburn, MA 01801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Waltham MA 03/2011 Present
New York Life Insurance Company Waltham MA 02/2011 Present
Eagle Strategies Llc Waltham MA 03/2021 Present
Fairway Group, Llc Woburn MA 03/2024 Present
  • 03/2011 → Present
    Nylife Securities Llc
    Waltham, MA
  • 02/2011 → Present
    New York Life Insurance Company
    Waltham, MA
  • 03/2021 → Present
    Waltham, MA
  • 03/2024 → Present
    Fairway Group, Llc
    Woburn, MA
Other Businesses

[INSURANCE BROKERING; BROKER NON NEW YORK LIFE PRODUCTS TO SERVICE THE NEEDS OF CERTAIN CLIENTS AND PROSPECTS; 201 JONES RD, 5TH FLOOR WALTHAM, MA 02451; START DATE 06/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 3 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (WOBURN, MA); START DATE: 03/2024]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-11
S63 Uniform Securities Agent State Law Examination 2011-04-14
  • S65 Uniform Investment Adviser Law Examination
    2021-02-11
  • S63 Uniform Securities Agent State Law Examination
    2011-04-14
Other Names
  • Christopher Kenney
  • Christopher F Kenney

View on SEC IAPD

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