Kylie
Nesbitt

Eagle Strategies LLC

CRD#7066713
Investment Advisor
in Renton, WA

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About this Advisor

Kylie Nesbitt is a financial advisor based in Renton, Washington, working with Eagle Strategies LLC. Kylie has previously held positions at the University of Washington, New York Life Insurance Co, Nylife Securities LLC, Drynan Strategic Financial Solutions, and Eagle Strategies LLC. Kylie has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Kylie is part of Eagle Strategies LLC, which operates out of Renton, Washington. 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 66

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

116 Williams Ave S
Renton, WA 98057

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

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

2,567

WA Average: 88
Total Number of Accounts

95,287

WA Average: 3,892
Average Account Size

$213,647

WA 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

Kylie Nesbitt Work History

2019 - Present (5 years)

New York Life Insurance Co

2019 - Present (5 years)

Nylife Securities LLC

2019 - Present (5 years)

Drynan Strategic Financial Solutions

2019 - Present (5 years)

Eagle Strategies LLC

2014 - 2018 (4 years)

University Of Washington

Disclosures

Please visit the SEC profile of Kylie Nesbitt 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
Arvind Saxena
Fremont, CA
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

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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