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Brian Paul Keigan

Eagle Strategies LLC

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About Brian Paul Keigan

Brian Keigan is an investment advisor representative who has been in the industry since 2005. He currently works for Eagle Strategies LLC and has held prior positions at PARK AVENUE SECURITIES LLC, CFS HARTFORD LLC (MW FINANCIAL GROUP), and GUARDIAN LIFE INSURANCE COMPANY. Brian has a strong record of success in providing financial advice and portfolio management to individuals, corporations, and charitable organizations. He is also a registered insurance broker. Brian is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Brian Keigan is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Keigan’s Registration & Firm History

CT

10/12/2023 - Present

Eagle Strategies LLC (BLOOMFIELD CT)

CT

07/08/2005 - 04/09/2021

PARK AVENUE SECURITIES LLC (FARMINGTON CT)

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Licenses & Designations

IA

Issued 12/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Paul Keigan. Review regulatory record here.
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