Andrew C Kasiski

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

• 05/2020 → 09/2023
  Heritage Business Strategies
  Virginia Beach, VA
• 05/2020 → 07/2022
  Delmarva Aces South
  Virginia Beach, VA
• 08/2016 → 06/2020
  Hampden Sydney College
  Hampden Sydney, VA
• 10/2022 → Present
  Nylife Securities Llc
  Virginia Beach, VA
• 12/2023 → Present
  Nylife Securities Llc
  Virginia Beach, VA
• 09/2024 → Present
  Heritage Business Strategies, Llc
  Virginia Beach, VA
• 02/2025 → Present
  Eagle Strategies Llc
  Virginia Beach, VA

Other Businesses

[OPERATING UNDER THE DBA NAME OF Heritage Business Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; VIRGINIA BEACH VA; START DATE: 09/2024][Tip of the Spear Run ; This is a non profit poker run where we raise money for the Navy Seal Foundation. ; No address; Start Date 03/2024; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Responsibilities include looking for sponsors, dealing with vendors, website design, social media planning]

Exams

• S66 Uniform Combined State Law Examination
  2025-02-04

Other Names

• Andrew Connor Kasiski