Kelly
Kaneski

Eagle Strategies LLC

CRD#3214853
Investment Advisor
in Roseville, CA

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About this Advisor

Kelly Kaneski is a chartered financial consultant who works out of Roseville, California with 16 years of industry experience. Kaneski is an advisor for Eagle Strategies LLC. Over the course of their career, they have held roles at New York Life Ins Co, Nylife Securities Inc, Kaneski Associates Financial & Insurance Services and Mahoney Financial Organization, LLC D/B/A Mfo Insurance Solution. Kaneski has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in California and Texas. Eagle Strategies LLC is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 advisors. It handles $17 billion in assets under management between its 87,580 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 175 charities and foundations. Of its 87,580 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Eagle Strategies LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management are based on which services the firm provides the client. However, fees billed by Eagle Strategies LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2999 Douglas Blvd Suite 340
Roseville, CA 95661

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

CA Average: $7,464,549,021
Total Number of Employees

2,392

CA Average: 88
Total Number of Accounts

87,580

CA Average: 3,892
Average Account Size

$190,309

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kelly Kaneski Work History

Kelly has been registered as a financial advisor for 16 years.*

2017 - Present (7 years)

Mahoney Financial Organization, LLC D/B/A Mfo Insurance Solution

2007 - Present (17 years)

Kaneski Associates Financial & Insurance Services

1999 - Present (25 years)

Nylife Securities Inc

1998 - Present (26 years)

New York Life Ins Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kelly Kaneski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Lynzie Wolters
Roseville, CA
John Schweitzer
Overland Park, KS
Daniel Lopez
Thousand Oaks, CA
Thuan Pham
San Jose, CA
Kyoung Lee
Fairfax, VA
Michael Golosovker
Nashua, NH
Walter Lawrence
Monroe, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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