Kashawn
Sanders

Eagle Strategies LLC

CRD#7283166
Investment Advisor
in Northampton, MA

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About this Advisor

Kashawn Sanders is a financial advisor based in Northampton, Massachusetts, working with Eagle Strategies LLC. Kashawn has previously held positions at Callaway Golf Company, Dymotek, Jb Hunt, New York Life, University Of Massachusetts Dartmouth, Walgreens, Essentra Porous Technologies, Upward Bound, Umass Dartmouth Claire Carney Library, Dick's Sporting Goods, Kay Jewelers, Nylife Securities LLC, New York Life Insurance Co, Ostberg & Associates Financial Services And Ins, and Eagle Strategies LLC. Kashawn has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Massachusetts. Currently, Kashawn is part of Eagle Strategies LLC, which operates out of Northampton, Massachusetts. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

351 Pleasant Street Suite D
Northampton, MA 01060

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

MA Average: 88
Total Number of Accounts

95,287

MA Average: 3,892
Average Account Size

$213,647

MA 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

Kashawn Sanders Work History

2021 - Present (3 years)

New York Life Insurance Co

2021 - Present (3 years)

Nylife Securities LLC

2021 - Present (3 years)

Eagle Strategies LLC

2020 - Present (4 years)

Ostberg & Associates Financial Services And Ins

2021 - 2021 (< 1 year)

Nylife Securities LLC

2020 - 2021 (1 year)

New York Life

2017 - 2020 (3 years)

Callaway Golf Company

2016 - 2017 (1 year)

Dymotek

2016 - 2017 (1 year)

Jb Hunt

2016 - 2016 (< 1 year)

Walgreens

2015 - 2015 (< 1 year)

Upward Bound

2015 - 2016 (1 year)

Umass Dartmouth Claire Carney Library

2014 - 2015 (1 year)

Kay Jewelers

2013 - 2016 (3 years)

University Of Massachusetts Dartmouth

2013 - 2015 (2 years)

Essentra Porous Technologies

2013 - 2014 (1 year)

Dick'S Sporting Goods

Disclosures

Please visit the SEC profile of Kashawn Sanders 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

Raymond Stellhorn-Tavera
Newport Beach, CA
Olivia Helmers
New Orleans, LA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Rebecca Wolff
Bellevue, WA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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