Matthew J Kennedy

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

• 08/2008 → Present
  Nylife Securities Llc
  Saddle Brook, NJ
• 07/2008 → Present
  New York Life Insurance Co.
  Saddle Brook, NJ
• 02/2018 → 12/2025
  Horizon Wealth Strategies, Llc
  Hackettstown, NJ
• 06/2018 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ
• 03/2026 → Present
  Polaris Wealth Strategies Llc
  Hackettstown, NJ

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE BROKER; start date 10/2011] [Ebay Sales; 59 Ketcham Rd, Hackettstown, NJ 07840; Start Date 12/2025; Role/Title: Seller on Ebay; Not Investment Related; 12 hours per month; 12 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF POLARIS WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (HACKETTSTOWN, NJ); START DATE: 03/2026]

Exams

• S66 Uniform Combined State Law Examination
  2018-06-25
• S63 Uniform Securities Agent State Law Examination
  2009-10-23