Kristen
Han

Eagle Strategies LLC

CRD#6237227
Investment Advisor
in Bayside, NY

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About this Advisor

Kristen Han is a certified financial planner based out of Bayside, New York, who has 2 years of relevant experience. Han currently works for Eagle Strategies LLC. Over the course of their career, they have held roles at New York Life Insurance Co, Nylife Securities, LLC, Eagle Strategies LLC and Millennial Estates Financial Group, LLC. Han holds a Series 63 license, designating them as a securities agent, and is able to serve investors in New York. Eagle Strategies LLC is an advisory business headquartered in New York, NY. It has offices in 828 locations and a total of 2,392 financial advisors. It handles $17 billion in total assets among its 87,580 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets. The firm offers a number of services, such as 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 depend on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

217-04 Northern Blvd Suite 24
Bayside, NY 11361

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

NY Average: 88
Total Number of Accounts

87,580

NY Average: 3,892
Average Account Size

$190,309

NY 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

Kristen Han Work History

Kristen has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Millennial Estates Financial Group, LLC

2017 - Present (7 years)

Eagle Strategies LLC

2014 - Present (10 years)

Nylife Securities, LLC

2013 - Present (11 years)

New York Life Insurance Co

*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 Kristen Han 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

Jaclyn Magbitang
San Mateo, CA
Vanessa Bucklin
Conrad, MT
Christopher Mcdonald
Chicago, IL
Kyoung Lee
Fairfax, VA
Walter Lawrence
Monroe, LA
Bradley Brodersen
Lincoln, NE
Thuan Pham
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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