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Kylie Nesbitt

Eagle Strategies LLC

Lynnwood, WA

Bellievue, WA

CRD 7066713

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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:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-25
WA RA APPROVED 2019-05-10
  • TX RA
    APPROVED_RES
    Since 2021-05-25
  • WA RA
    APPROVED
    Since 2019-05-10

Branch Locations

Lynnwood, WA • United States

10885 Ne 4Th Street Suite 1400, Bellievue, WA 98037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Washington Seattle WA 07/2014 06/2018
Unemployed Seattle WA 06/2018 12/2018
New York Life Insurance Co Bellecue WA 01/2019 Present
Nylife Securities Llc Bellevue WA 02/2019 Present
Drynan Strategic Financial Solutions Bellevue WA 03/2019 Present
Eagle Strategies Llc Bellevue WA 05/2019 Present
  • 07/2014 → 06/2018
    University Of Washington
    Seattle, WA
  • 06/2018 → 12/2018
    Unemployed
    Seattle, WA
  • 01/2019 → Present
    New York Life Insurance Co
    Bellecue, WA
  • 02/2019 → Present
    Nylife Securities Llc
    Bellevue, WA
  • 03/2019 → Present
    Drynan Strategic Financial Solutions
    Bellevue, WA
  • 05/2019 → Present
    Bellevue, WA
Other Businesses

[OPERATING UNDER THE DBA NAME OF DRYNAN STRATEGIC FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BELLEVUE, WA; START DATE: 03/2019] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2114 147th Pl Sw Lynnwood WA 98087; Start Date 10/2022; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; broker]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-08
  • S66 Uniform Combined State Law Examination
    2019-05-08
Other Names
  • Kylie Drynan

View on SEC IAPD

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