Eagle Strategies LLC

Investment Advisor
in Sacramento, CA
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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



Office Location

1425 River Park Drive Suite 202
Sacramento, CA 95825

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management


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


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA Average: $1,917,921

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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


Kelly Kaneski has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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