Kyle
German
Eagle Strategies LLC
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About this Advisor
Kyle German is a financial advisor based out of Annapolis, Maryland. German is an advisor for Eagle Strategies LLC. Throughout their career, German has worked at New York Life Insurance Company, Harbor Financial Group and Neely German Financial Services, LLC. German maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Maryland and Texas. Eagle Strategies LLC is a financial advisory company based out of New York, NY. The company has offices in 828 locations and a total of 2,392 employees. It handles $17 billion in total assets across its 87,580 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 175 charities and foundations. Of its 87,580 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs a diverse assortment 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 typically are based on which services are offered. However, fee types billed by Eagle Strategies LLC can consist of any combination 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
Kyle German Work History
Kyle has been registered as a financial advisor for 0 years.*
Neely German Financial Services, LLC
Harbor Financial Group
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 Kyle German 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
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Roseville, CA
Tacoma, WA
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Lincoln, NE
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San Jose, CA
San Mateo, CA
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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