Kashawn
Sanders
Eagle Strategies LLC
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About this Advisor
Kashawn Sanders is a financial advisor working out of Northampton, Massachusetts with 2 years of industry experience. Sanders is on the advisory team at Eagle Strategies LLC. Sanders has gained experience 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, Family Dollar, Staples, Nylife Securities LLC, New York Life Insurance Co, Ostberg & Associates Financial Services And Ins and Eagle Strategies LLC. Sanders holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and Massachusetts. Eagle Strategies LLC is a financial advisory company operating out of New York, NY. It has offices in 828 locations and a total of 2,392 employees. It controls $17 billion in assets under management across its 87,580 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% belong to high-net-worth clients who have more than $1 million in investable assets. Eagle Strategies LLC has a number 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Eagle Strategies LLC most likely are comprised of any blend 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
Kashawn Sanders Work History
Kashawn has been registered as a financial advisor for 2 years.*
New York Life Insurance Co
Nylife Securities LLC
Eagle Strategies LLC
Ostberg & Associates Financial Services And Ins
Nylife Securities LLC
New York Life
Callaway Golf Company
Dymotek
Jb Hunt
Walgreens
Upward Bound
Umass Dartmouth Claire Carney Library
Kay Jewelers
University Of Massachusetts Dartmouth
Essentra Porous Technologies
Dick'S Sporting Goods
Staples
Family Dollar
*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 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
Monroe, LA
Buffalo, NY
Fairfax, VA
Tacoma, WA
Conrad, MT
Roseville, CA
Matthews, NC
San Jose, 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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