Kristen Sujung Han

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

• 08/2013 → Present
  New York Life Insurance Co
  San Francisco, CA
• 03/2014 → Present
  Nylife Securities, Llc
  San Francisco, CA
• 03/2017 → Present
  Eagle Strategies Llc
  San Francisco, CA
• 04/2018 → Present
  Millennial Estates Financial Group, Llc
  Great Neck, NY

Other Businesses

[Insurance Brokering; Use Standard Insurance Company to write disability. Appointed with outside carriers for the purpose of brokering non-registered insurance products; 900 SW 5th Avenue Portland OR 97204; Start Date 08/2017; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MILLENNIAL ESTATES FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; GREAT NECK, NY; START DATE: 04/2018]

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-10-16

Designations

• Certified Financial Planner

Other Names

• Kristen Han