Kyoung Tai Lee

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

• 07/2013 → Present
  Nylife Securities Llc
  Fairfax, VA
• 01/2013 → Present
  New York Life Insurance Co
  Fairfax, VA
• 07/2019 → Present
  Eagle Strategies Llc
  Fairfax, VA

Other Businesses

[Rental Property; Income from rental property (Residential House); 11438 Abner Avenue, Fairfax, VA 22030; Start Date 09/2025; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products;; 11325 Random Hills Road Fairfax VA 22030; Start Date 05/2026; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2019-07-09
• S63 Uniform Securities Agent State Law Examination
  2014-10-03