Rodney
Kornegay

Eagle Strategies LLC

CRD#6066379
Investment Advisor
in Bridgewater, MA

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About this Advisor

Rodney Kornegay is a financial advisor based in Bridgewater, Massachusetts, working with Eagle Strategies LLC. Rodney has previously held positions at New York Life Insurance Co, Nylife Securities, LLC, Kornegay Kapital Group, LLC, and Eagle Strategies LLC. Rodney has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Rodney is part of Eagle Strategies LLC, which operates out of Bridgewater, 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 63, Series 65

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

2 Lakeshore Center 2Nd Floor
Bridgewater, MA 02324

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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

Rodney Kornegay Work History

2020 - Present (4 years)

Eagle Strategies LLC

2019 - Present (5 years)

Kornegay Kapital Group, LLC

2012 - Present (12 years)

New York Life Insurance Co

2012 - Present (12 years)

Nylife Securities, LLC

Disclosures

Please visit the SEC profile of Rodney Kornegay 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

Arjun Srivastava
Scottsdale, AZ
Craig Peterson
Pittsburgh, PA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
David Anderson
Frisco, TX
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

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