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Kody Duy Nguyen

Eagle Strategies LLC

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About Kody Duy Nguyen

Kody Duy Nguyen is a financial advisor registered with Eagle Strategies LLC. Kody has been in the industry for 2 years. Kody is currently registered with the state of California as a Registered Investment Advisor (IA) and a Registered Representative (RR). Kody has also passed the Series 63, Series 66, Series 7TO, and SIE exams. Kody has experience providing financial planning services to high-net-worth individuals, corporations and businesses, and individuals other than high-net-worth clients. In addition to Kody's role at Eagle Strategies LLC, Kody is also a pharmacist at Sutter Health Palo Alto Medical Foundation in Mountain View, California.

Firm Information

Kody Nguyen is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

550 SOUTH WINCHESTER BLVD

SAN JOSE, CA 95128

$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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Kody Nguyen’s Registration & Firm History

CA

02/22/2023 - Present

Eagle Strategies LLC (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 2/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 6/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 4/9/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kody Duy Nguyen.
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