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Kelly Goldstein

Eagle Strategies LLC

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About Kelly Goldstein

Kelly Goldstein is a registered representative and investment advisor representative, with a combined total of 9 approved state registrations. Kelly has been in the industry since November 2017 and is currently employed with Eagle Strategies LLC. Kelly holds Series 6, 7TO, SIE and 66 licenses. Kelly is also a licensed insurance broker, and is a registered representative for Full Spectrum Financial Group. Kelly's current firm, Eagle Strategies LLC, is a Registered Investment Advisor with over 95,000 clients and 20 trillion dollars in assets under management.

Firm Information

Kelly Goldstein 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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Kelly Goldstein’s Registration & Firm History

FL

04/29/2021 - Present

Eagle Strategies LLC (SARASOTA FL)

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Licenses & Designations

BOTH

Issued 04/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Goldstein.
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