Kyle Richard Strife

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

• 07/2010 → Present
  Nylife Securities Llc
  Utica, NY
• 10/2009 → Present
  New York Life Insurance Company
  Utica, NY
• 10/2002 → 12/2021
  Marble Hill Inn
  Oneida, NY
• 11/2013 → 05/2017
  Nelson Financial Group
  New Hartford, NY
• 05/2017 → Present
  Nelson & Strife Financial Group
  New Hartford, NY
• 01/2021 → Present
  Crystal Clear Financial Group, Llc
  New Hartford, NY
• 06/2023 → Present
  Eagle Strategies Llc
  Honolulu, HI

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; OPERATING UNDER THE DBA NAME OF NELSON & STRIFE FINANCIAL GROUP LLC; INVESTMENT RELATED; partner; 9273 Kellogg Rd., New Hartford, NY 13413; START DATE: 05/2017] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW HARTFORD, NY; START DATE: 01/2021]

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-08-24

Designations

• Chartered Financial Consultant