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Edward James Kelly

Eagle Strategies LLC

Melville, NY

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-07
  • NY RA
    APPROVED
    Since 2021-08-07

Branch Locations

1660 Walt Whitman Road, Melville, NY 11747 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Jericho NY 02/2001 Present
Eagle Strategies Llc Jericho NY 11/2010 Present
  • 02/2001 → Present
    New York Life Insurance
    Jericho, NY
  • 11/2010 → Present
    Jericho, NY
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products] [Triple J Realty INC; 2 Family home rented out.; 577 17th street Brooklyn New york, 11218; Start Date 01/2017; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-08
S63 Uniform Securities Agent State Law Examination 1990-04-06
  • S66 Uniform Combined State Law Examination
    2010-11-08
  • S63 Uniform Securities Agent State Law Examination
    1990-04-06

View on SEC IAPD

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