Kevin James Mulqueen

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

• 06/1979 → Present
  New York Life Insurance
  Newburgh, NY
• 08/1982 → Present
  Nylife Securities Inc.
  New Windsor, NY
• 01/2009 → Present
  Eagle Strategies Llc
  New Windsor, NY
• 01/2016 → Present
  Eagle Strategies Llc
  New Windsor, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 1995; APPROXIMATELY 10 HOURS PER MONTH WITH 5 HOURS PER MONTH DURING SECURITY TRADING HOURS] [REAL ESTATE EXPRESS; EXAM MONITOR; start date 11/2010] [NOTARY PUBLIC; PROVIDE NOTARIZATION OF SIGNATURES; 41 SILO LANE, MIDDLETOWN, NY 10940; START DATE 10/1988; ROLE/TITLE: OTHER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE; 100% OWNERSHIP OF THIS SOLE PROPRIETORSHIP] [New York Annual Conference of the United Methodist Church; Leading worship, bible study, prayer groups, etc.; 20 Soundview Ave, White Planins, NY 10606; Start Date 07/2023; Role/Title: Pastor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Finseca-NY; A professional association serving the financial advisor community.; 17 Elk Street Suite 3, Albany, NY 12207; Start Date 11/2020; Role/Title: Board Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours;Work with other board members to support advisors] [Preacher; Leading a worship Service; 41 Silo Lane, Middletown, NY 10940; Start Date 07/2023; Role/Title: Independent Contractor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; When requested, I lead a worship service][Town of Wallkill Zoning Board of Appeals; We hear requests for variances or interpretations of the zoning law.; 99 Tower Dive, Middletown, NY 10941; Start Date 11/2024; Role/Title: Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; hear requests for variances or interpretations of the zoning law]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant