Kelly
Kaneski

Eagle Strategies LLC

CRD#3214853
Investment Advisor
in Sacramento, CA
Are you Kelly Kaneski? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kelly Kaneski is an advisor whose office is in Sacramento, California. Currently an investment advisor with Eagle Strategies LLC, Kaneski has 20 years of practice in the financial advisory industry. Kaneski maintains Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Kaneski can work with clients based out of California and Texas. Their career trajectory has included 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. Eagle Strategies LLC is based out of Sacramento, California, and has 791 additional brick-and-mortar locations in the United States. In aggregate, Eagle Strategies LLC manages $8 billion in assets across 41,236 accounts and employs more than 1,913 people. The firm's total assets under management makes it one of the biggest firms in the nation. Currently 22% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Eagle Strategies LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

20 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

Disclosures

Yes

Office Location

1425 River Park Drive Suite 202
Sacramento, CA 95825

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

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

1,913

CA Average: 88
Total Number of Accounts

41,236

CA Average: 3,892
Average Account Size

$197,532

CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 20 years of experience.

2017 - Present (2 years)

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

2007 - Present (12 years)

Kaneski Associates Financial & Insurance Services

1999 - Present (20 years)

Nylife Securities Inc

1998 - Present (21 years)

New York Life Ins Co

Disclosures

Kelly Kaneski has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started