Kelly Grant

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

• 09/2015 → Present
  New York Life Insurance Company
  Santa Rosa, CA
• 05/2017 → Present
  Nylife Securities, Llc
  Santa Rosa, CA
• 12/2020 → 06/2024
  Willowtree Financial & Insurance Services
  Santa Rosa, CA
• 01/2022 → Present
  Eagle Strategies Llc
  Santa Rosa, CA

Other Businesses

[BNI - Business Networking International; Help chapters with various issues such as understanding attendance policies, renewal of chapter members, understanding their on-line training programs and computer programs. Speaking engagements to members of other chapters with networking skills.; 1520 Apple Creek Lane, Santa Rosa, CA 95401; Start Date 03/2022; Role/Title: Director Consultant; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours;Visiting other chapters and helping them learn networking skills and understanding basic rules of BNI] [Sonoma County Section on Aging; A coalition of agencies & organizations concerned with the well-being of older adults & education of our members. Network alliance, we advocate for and promote the development, coordination, and implementation of older adult services the County; 1816A Sonoma Ave, Santa Rosa, CA 95405; Start Date 09/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; attend meetings, network with local business owners in the senior services community,] [Business Networking International - Best Networkers in Town; Networking group. BNI SF BAY - Networking group of Business Networkers International. BNIT is one of the local Santa Rosa Chapters.; 3328 Yulupa Avenue, Santa Rosa CA 95405; Start Date 04/2016; Role/Title: Board Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; For the next term, I will be acting as Secretary/Treasurer. I will be scheduling speakers, assisting the President and Vice-President grow and manage the chapter, resolve conflicts and help the members understand BNI Core values. I will be sending invoices on behalf of the organization to members for quarterly dues. We have elected to NOT have me on the chapter's bank account, so I will not be handling money. The President and VP will handle collection of dues as will the merchant services/credit card processor in our chapter. I will not be collecting money.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-02
• S63 Uniform Securities Agent State Law Examination
  2017-09-23

Other Names

• Kelisha A Grant
• Kelly Ann Grant
• Kelly A Grant
• Kelisha Grant
• Kelisha Ann Grant