Rodney Terrell Kornegay

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

• 05/2012 → Present
  New York Life Insurance Co
  Bridgewater, MA
• 07/2012 → Present
  Nylife Securities, Llc
  Bridgewater, MA
• 09/2019 → Present
  Kornegay Kapital Group, Llc
  Bridgewater, MA
• 08/2020 → Present
  Eagle Strategies Llc
  Bridgewater, MA

Other Businesses

[Rental Property; rental apartment; 25 Park Road Brockton MA 02301; Start Date 08/2018; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; oversee and upkeep of property as I am the owner] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;2 lakeshore center Bridgewater MA 02324; Start Date 09/2019; Role/Title: Owner; Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KORNEGAY KAPITAL GROUP, 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: 09/2019] [Rotary Club of Bridgewaters; Membership Committee, in charge of adding new members to group; PO Box 266, East Bridgewater, MA 02333; Start Date 07/2022; Role/Title: Board Member; Not Investment Related; 1.5 hours per month; 0 hours per month during securities trading hours; volunteer as needed][Camala Foundation; COMMUNITY SUPPORT; 21 ATHENS ST UNIT 25 WEYMOUTH, MA 02191; Start Date 10/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours][Fuller Craft Museum ; Craft Arts Museum, featuring local and nationwide artists ; 455 oak street Brockton MA 02301; Start Date 06/2026; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; assist board in growing the museum footprint , attending board meeting quarterly, supporting events held at museum][Boston Center for Community Ownership; We are a worker, self-directed non-profit co-op development center rooted in community organizing.; 1452 Dorchester Ave, 4th Floor Dorchester, MA 02122; Start Date 04/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-25
• S63 Uniform Securities Agent State Law Examination
  2012-12-13