Kristen Vine

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

• 07/2011 → Present
  New York Life Insurance Co
  Waltham, MA
• 07/2011 → Present
  Nylife Securities Llc
  Waltham, MA
• 12/2018 → Present
  Vine Financial, Llc
  Bridgewater, MA
• 05/2025 → Present
  Eagle Strategies Llc
  Somerset, MA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1 LAKESHORE CENTER SUITE 204 BRIDGEWATER MA 02324; START DATE 02/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 3 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF VINE FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BRIDGEWATER, MA; START DATE: 12/2018] [Vine Properties LLC; Receiving rental income. 555 Pleasant Street, Attleboro, MA 02703, Unit 103; 555 Pleasant Street, Unit 103, Attleboro, MA 02703; Start Date 03/2022; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S66 Uniform Combined State Law Examination
  2025-05-16
• S63 Uniform Securities Agent State Law Examination
  2014-08-14

Other Names

• Kristen Lynn Soares