Kevin
Ewing
Eagle Strategies LLC
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About this Advisor
Kevin Ewing is a financial advisor operating in Hyannis, Massachusetts with a total of 4 years of relevant experience. Ewing is on the advisory team at Eagle Strategies LLC. Over the course of their career, Ewing has held roles at Bankers Life And Casualty Company, Nylife Securities LLC, Bankers Life Securities Inc, The Seaview Restaurant, New York Life Insurance Co, Eagle Strategies LLC and Cornerstone Financial Group, LLC. Ewing holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Eagle Strategies LLC is a firm operating out of New York, NY. It has offices in 828 locations and a total of 2,392 employees. It controls $17 billion in total assets among its 87,580 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 175 charitable organizations. Of its 87,580 client accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets. The firm has a broad set 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. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC can include some 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
Kevin Ewing Work History
Kevin has been registered as a financial advisor for 4 years.*
Cornerstone Financial Group, LLC
Nylife Securities LLC
Eagle Strategies LLC
New York Life Insurance Co
Bankers Life Securities Inc
Bankers Life And Casualty Company
The Seaview Restaurant
*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 Kevin Ewing 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
Overland Park, KS
Bayside, NY
Roseville, CA
Madison, CT
Chicago, IL
Lincoln, NE
San Mateo, CA
Thousand Oaks, 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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