Kyoung
Lee
Eagle Strategies LLC
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About this Advisor
Kyoung Lee is a financial advisor who works out of Fairfax, Virginia, with a total of 4 years of relevant experience. Lee is an employee of Eagle Strategies LLC. Over the course of their career, Lee has held roles at Nylife Securities LLC, New York Life Insurance Co and Eagle Strategies LLC. Lee has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Virginia. Eagle Strategies LLC is an advisory firm operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It has $17 billion in assets under management across its 87,580 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 175 charitable organizations. Of its 87,580 customer accounts, 17% belong to high-net-worth clients who have more than $1 million in assets. The company 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 for financial advisory services largely vary depending on which service is provided. Fee types charged by Eagle Strategies LLC can consist 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
Kyoung Lee Work History
Kyoung has been registered as a financial advisor for 4 years.*
Eagle Strategies LLC
Nylife Securities LLC
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 Kyoung Lee 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
Fairfax, VA
Overland Park, KS
Madison, CT
Matthews, NC
Roseville, CA
Nashua, NH
Lincoln, NE
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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