Kory Matthew Brown

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

• 06/2013 → Present
  New York Life Insurance Company
  Fresno, CA
• 12/2013 → Present
  Nylife Securities Llc
  Fresno, CA
• 07/2021 → Present
  Eagle Strategies Llc
  Fresno, CA
• 10/2021 → Present
  Strategyze Financial & Insurance Solutions
  Fresno, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products and through GA Warner Pacific; 205 E. River Park Circle, Ste. 250 Fresno, CA 93720; Start Date 08/2016; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Red, Gold & Brown Podcast; Podcast - Sports Team Related (49ers). Simply doing about an hour podcast a week to discuss thoughts revolving around 49ers and the NFL in general.; 6647 N. Barton Avenue Fresno, CA 93710; Start Date 07/2022; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Boxabl - Through WeFunder; They are a construction business that builds small homes.; 400 S 4th Street Ste 500, Las Vegas, NV, 89101; Start Date 09/2020; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [OPERATING UNDER THE DBA NAME OF STRATEGYZE FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRESNO, CA; START DATE: 10/2021] [EquityZen - Dormant; Private investment limited to accredited investors.; 30 Broad Street, Suite 1200 New York, NY 10004; Start Date 03/2022; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; None. Just a passive investor and that is it.] [Clovis Crossfire Team: Eagles; Assistant Coach of kids soccer team/league. Assistant soccer coach for kids league; 55 Shaw Avenue, Ste. 118 Clovis, CA 93612; Start Date 09/2022; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Just an assistant coach] [Ticketmaster; Resale event tickets. I will potentially be selling my season ticket seats (3) to the 49ers playoff games. Apparently, if I make over $600.00 Ticketmaster will count this as income. Thus, I wanted to be safe by submitting this.; 6647 N. Barton Avenue Fresno, CA 93710; Start Date 01/2023; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2021-06-23
• S63 Uniform Securities Agent State Law Examination
  2014-01-16