Clinton John Kelly

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

• 09/2020 → Present
  New York Life Insurance Company
  Pittsburgh, PA
• 06/2019 → 08/2020
  Unemployed
  Cheswick, PA
• 10/2008 → 06/2019
  Aetna
  Pittsburgh, PA
• 02/2021 → Present
  Nylife Securities Ll,
  Pittsburgh, PA
• 02/2025 → Present
  Eagle Strategies Llc
  Pittsburgh, PA

Other Businesses

[Knights of Mecca - Syria Shrine; President, Support and promote the Shriner's children's hospital in Erie, PA. ; 1877 Shriners Way, Cheswick, PA 15024; Start Date 01/2026; Role/Title: Officer; Not Investment Related; 0.25 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 1406 Maple St, Cheswick, PA 15024; Start Date 06/2026; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-13
• S63 Uniform Securities Agent State Law Examination
  2021-05-26