Valeriya
Kolesnikova

Eagle Strategies LLC

CRD#7278937
Investment Advisor
in New York, NY

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About this Advisor

Valeriya Kolesnikova is a financial advisor based in New York, New York, working with Eagle Strategies LLC. Valeriya has previously held positions at Nextsource, Dilshad Rahmonov, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Vmx Financial Strategies LLC, and Dsm-Firmenich. Valeriya has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Valeriya is part of Eagle Strategies LLC, which operates out of New York, New York. 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, CERTIFIED FINANCIAL PLANNER™

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

285 Fulton Street 39Th Floor
New York, NY 10007

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

NY Average: 88
Total Number of Accounts

95,287

NY Average: 3,892
Average Account Size

$213,647

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

Valeriya Kolesnikova Work History

2024 - Present (0 year)

Dsm-Firmenich

2023 - Present (1 year)

Eagle Strategies LLC

2023 - Present (1 year)

Vmx Financial Strategies LLC

2020 - Present (4 years)

New York Life Insurance Company

2020 - Present (4 years)

Nylife Securities LLC

2011 - 2017 (6 years)

Dilshad Rahmonov

2007 - 2020 (13 years)

Nextsource

Disclosures

Please visit the SEC profile of Valeriya Kolesnikova 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

David Anderson
Frisco, TX
Jonathan Tomassi
Belmar, NJ
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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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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