Kyle M Castilaw

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

• 03/2015 → 04/2022
  New York Life Insurance Co
  Fort Worth, TX
• 09/2015 → 04/2022
  Nylife Securities Llc
  Fort Worth, TX
• 01/2016 → 04/2022
  May Financial Solutions
  Fort Worth, TX
• 10/2019 → 04/2022
  Eagle Strategies Llc
  Fort Worth, TX
• 07/2022 → Present
  Nylife Securities Llc
  Fort Worth, TX
• 04/2022 → Present
  May Financial Strategies, Llc
  Fort Worth, TX
• 12/2022 → Present
  Eagle Strategies Llc
  Ft Worth, TX

Previous Registrations

• 2019-10-03 → 2022-05-13
  Eagle Strategies Llc
  Fort Worth, TX

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 777 Main Street Suite #3800 Fort, Worth Texas 76016; start 04/2022; Commissions; 15 hours per month, 15 hours during securities trading hours; insurance related] OPERATING UNDER THE DBA NAME OF May Financial Strategies, LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE Fort Worth Texas; START DATE: 4/2022

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30
• S63 Uniform Securities Agent State Law Examination
  2015-12-08

Other Names

• Kyle Michael Castilaw