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Kyle Joseph Eager

Williams Jones Wealth Management, LLC

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About Kyle Joseph Eager

Kyle Eager is an investment advisor representative at Williams Jones Wealth Management, LLC, based in New York, NY. Kyle has been in the industry for over 8 years and has experience with UBS Financial Services Inc., Hightower Securities, LLC and Gates Capital Corporation. Kyle holds a Series 7, Series 63 and Series 65 license. Kyle is a registered investment advisor in New York. Kyle specializes in portfolio management for businesses and individuals, financial planning and portfolio management for pooled investment vehicles. Kyle is also affiliated with Hightower Advisors, LLC and Williams Jones & Associates.

Firm Information

Kyle Eager is currently registered with Williams Jones Wealth Management, LLC. Williams Jones Wealth Management, LLC is a wealth management firm headquartered in New York, NY. They provide a range of services including financial planning, portfolio management for businesses and individuals, and pooled investment vehicles. They also offer other services including credit and cash management solutions, and insurance solutions. The firm manages over $10 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals. They are registered with the SEC and have a team of 19 investment adviser representatives.
Williams Jones Wealth Management, LLC

717 FIFTH AVENUE

NEW YORK, NY 10022

$10.57B

Assets Under Management

Not reported

Total Clients

19

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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percentage of assets

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

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Kyle Eager’s Registration & Firm History

NY

08/18/2021 - Present

Williams Jones Wealth Management, LLC (NEW YORK NY)

NY

03/28/2017 - 12/07/2018

HIGHTOWER SECURITIES, LLC (NEW YORK NY)

NY

07/18/2016 - 03/08/2017

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

09/17/2014 - 07/13/2015

GATES CAPITAL CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Joseph Eager.
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