Kasia Hargrave

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

• 07/2014 → Present
  Nylife Securities Llc
  Irvine, CA
• 03/2014 → Present
  New York Life Insurance Co
  Irvine, CA
• 10/2018 → Present
  Eagle Strategies Llc
  Irvine, CA

Other Businesses

[insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2020 Main St, Suite 1200, Irvine, CA 92614; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-08
• S63 Uniform Securities Agent State Law Examination
  2014-07-26

Other Names

• Kasia Gola
• Katarzyna Gola