Kathleen Carey Fox

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 → 04/2018
  Burke & Quick Partners
  Uniondale, NY
• 03/2016 → 10/2017
  Self Employed
  Los Angeles, CA
• 05/2018 → 12/2019
  Self Employment
  Costa Mesa, CA
• 01/2020 → 04/2023
  Anacapa Advisors, Llc
  Pacific Palisades, CA
• 05/2023 → Present
  New York Life Insurance Company
  Newport Beach, CA
• 08/2023 → Present
  Ny Life Securities, Llc
  Newport Beach, CA
• 08/2024 → Present
  Eagle Strategies Llc
  Newport Beach, CA

Other Businesses

[Kappa Kappa Gamma Sorority; Financial Advisor Delta Gamma Chapter. I approve checks, work on balancing the budget and cost containment. ; 605 MAC Avenue, East Lansing Michigan 48823; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; attend meetings with the house board to determine the use of funds for events, room and board, and any other financial activities and obligations of members. I approve member resignations, approve checks written by the treasurer of the sorority, and oversee the financial aspects of the sorority][June Lake Loop Performing Arts Association; The organization provides cultural enrichment by supporting the creative and performing arts in Mono County. We host, sponsor and fund a range of educational, exhibitive and performing arts opportunities and events.; P.O. Box 405 June Lake, CA? 93529; Start Date 02/2025; Role/Title: Officer; Not Investment Related; 25 hours per month; 0 hours per month during securities trading hours; engage with businesses to get donations for the organization ]

Exams

• S66 Uniform Combined State Law Examination
  2024-08-26
• S63 Uniform Securities Agent State Law Examination
  2023-09-25

Other Names

• Kathy Carey
• Kathleen Nora Carey
• Kathleen Nora Carey