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Matthew J Kennedy

Eagle Strategies LLC

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About Matthew J Kennedy

Matthew Kennedy is a registered representative with Eagle Strategies LLC. Matthew has been in the financial services industry since 2009 and is licensed in 11 states. Matthew is currently registered in New Jersey, and he is also registered as an investment advisor representative. Matthew holds licenses for Series 6, 7, 63, 66 and SIE exams. Matthew specializes in financial planning, portfolio management, and educational seminars. Matthew also has experience with pension consulting and selection of other advisors. Matthew is committed to providing clients with personalized financial advice and services.

Firm Information

Matthew Kennedy 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

59 KETCHAM ROAD

HACKETTSTOWN, NJ 07840

$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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Matthew Kennedy’s Registration & Firm History

NJ

07/03/2018 - Present

Eagle Strategies LLC (HACKETTSTOWN NJ)

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Licenses & Designations

BOTH

Issued 6/25/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew J Kennedy.
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