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Kristin Cherie Montagne

Eagle Strategies LLC

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About Kristin Cherie Montagne

Kristin Cherie Montagne is an investment advisor representative with Eagle Strategies LLC. Kristin has been in the industry since September 5, 2017, and is registered in Washington and Texas. Kristin is licensed to offer investment advice and securities products. She also provides insurance brokerage services through outside carriers. Kristin works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. She specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Kristin Montagne 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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Kristin Montagne’s Registration & Firm History

WA

12/20/2022 - Present

Eagle Strategies LLC (BELLEVUE WA)

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Licenses & Designations

IA

Issued 12/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kristin Cherie Montagne. Review regulatory record here.
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