Mi Kim

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

• 10/2017 → Present
  New York Life Insurance
  Saddle Brook, NJ
• 06/2018 → Present
  Nylife Securities, Llc
  Saddle Brook, NJ
• 03/2017 → 10/2017
  Transamerica Premier Life Insurance Co.
  Cedard Rapids, IA
• 01/2013 → 09/2017
  Block Advisor
  Edgewaer, NJ
• 08/2022 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ

Other Businesses

[[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 149 Highland Court, River Vale, NJ 07675; Start Date 11/2021; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2022-07-22
• S63 Uniform Securities Agent State Law Examination
  2018-11-08