Amy Ailine Cousins

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

• 07/2015 → Present
  Nyliife Securities Llc
  Bethesda, MD
• 06/2015 → Present
  New York Life Insurance Co
  Bethesda, MD
• 09/2020 → Present
  Eagle Strategies Llc
  Bethesda, MD
• 06/2021 → Present
  Bluepoint Financial, Llc
  Bethesda, MD

Other Businesses

[Rental Property; 4106 Potomac Highlands Cir #3 Triangle, VA 22172; Start Date 06/2017; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6901 rockledge drive #500 bethesda, MD 20817; Start Date 02/2019; Role/Title: Consultant; Investment Related; 20 hours per month; 15 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BLUEPOINT FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BETHESDA, MD; START DATE: 06/2021]

Exams

• S66 Uniform Combined State Law Examination
  2020-08-12
• S63 Uniform Securities Agent State Law Examination
  2016-02-12

Other Names

• Amy Ailine Kellstrand