Kevin James Radavich

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:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-08-12
CT	RA	APPROVED	2026-08-05

MA RA
APPROVED

Since 2026-08-12
CT RA
APPROVED

Since 2026-08-05

Branch Locations

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nylife Securities Llc	Windsor	CT	06/2020	Present
New York Life Insurance Company	Windsor	CT	05/2019	Present
Finn Financial Solution	Middletown	CT	05/2018	05/2019
Nichols College	Dudley	MA	08/2016	05/2020
Academic Resource Center	Dudley	MA	08/2017	04/2020
Marlborough Country Bakery	Marlborough	CT	06/2015	08/2017
East Hampton Parks & Recreation	East Hampton	CT	05/2015	08/2018
Eagle Strategies Llc	Boston	MA	08/2026	Present

06/2020 → Present

Nylife Securities Llc

Windsor, CT
05/2019 → Present

New York Life Insurance Company

Windsor, CT
05/2018 → 05/2019

Finn Financial Solution

Middletown, CT
08/2016 → 05/2020

Nichols College

Dudley, MA
08/2017 → 04/2020

Academic Resource Center

Dudley, MA
06/2015 → 08/2017

Marlborough Country Bakery

Marlborough, CT
05/2015 → 08/2018

East Hampton Parks & Recreation

East Hampton, CT
08/2026 → Present

Eagle Strategies Llc

Boston, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 100 Northfield Dr, Suite 200 Windsor, CT 06095; Start Date 10/2023; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 4 hours per month during securities trading hours]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-08-26

S63 Uniform Securities Agent State Law Examination

2020-08-26

Designations

Chartered Financial Consultant

View on SEC IAPD