Sebastian
Kim
Eagle Strategies LLC
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About this Advisor
Sebastian Kim is a financial advisor based out of Los Angeles, California who has 4 years of industry experience. Kim works at Eagle Strategies LLC. The advisor has gained experience at Nylife Securities LLC, New York Life Insurance Company, Vesta Financial & Insurance Services and Eagle Strategies LLC. Kim maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Eagle Strategies LLC is a firm that has its headquarters in New York, NY. The firm has offices in 828 locations and a total of 2,392 employees. It oversees $17 billion in assets across its 87,580 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 175 charitable organizations. Of its 87,580 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in investable assets. Eagle Strategies LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually are based on which service is offered. Fees charged by Eagle Strategies LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
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
Sebastian Kim Work History
Sebastian has been registered as a financial advisor for 4 years.*
Vesta Financial & Insurance Services
Eagle Strategies LLC
Nylife Securities LLC
New York Life Insurance Company
*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 Sebastian Kim 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
San Mateo, CA
Gig Harbor, WA
Chicago, IL
Lincoln, NE
Baton Rouge, LA
Maitland, FL
San Jose, CA
Madison, CT
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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