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Kevin James Mulqueen

Eagle Strategies LLC

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About Kevin James Mulqueen

Kevin Mulqueen is an Investment Advisor Representative with Eagle Strategies LLC, located in NEW WINDSOR, NY. Kevin has been in the securities industry since 1983 and has been registered with FINRA since 1987. Kevin holds the following licenses and certifications: Series 6, Series 7, Series 22, Series 63 and the SIE. Kevin also holds the following designations: Certified Financial Planner and Chartered Financial Consultant. Kevin is a highly experienced and qualified financial professional with a proven track record of success in the securities industry.

Firm Information

Kevin Mulqueen 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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Kevin Mulqueen’s Registration & Firm History

NY

08/03/2021 - Present

Eagle Strategies LLC (NEW WINDSOR NY)

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Licenses & Designations

BC

Issued 08/15/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 08/15/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/28/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin James Mulqueen. Review regulatory record here.
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