Shawn M Mckeen

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

• 08/2009 → Present
  Nylife Securities Llc
  Waltham, MA
• 03/2009 → Present
  New York Life Insurance Co
  Waltham, MA
• 08/2014 → Present
  Eagle Strategies Llc
  Hyannis, MA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1555 IYANNOUGH ROAD, HYANNIS MA 02601; START DATE 06/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 3 HOURS PER MONTH; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-01
• S63 Uniform Securities Agent State Law Examination
  2009-12-07

Other Names

• Shawn Mckeen