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Paul Joseph Kageleiry

Eagle Strategies LLC

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About Paul Joseph Kageleiry

Paul Joseph Kageleiry is a financial advisor with over 35 years of experience in the financial services industry. Paul Kageleiry has been registered with Eagle Strategies LLC since April 26, 2005, and is currently registered as an Investment Advisor Representative. He holds Series 63, 66, and 7 licenses as well as the SIE exam. Paul Kageleiry has been registered in 11 states including California, Colorado, Florida, Maine, Massachusetts, New Hampshire, Pennsylvania, South Carolina, Utah, Virginia, and Washington. Paul Kageleiry specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.

Firm Information

Paul Kageleiry 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

750 CENTRAL AVE

DOVER, NH 03820

$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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Paul Kageleiry’s Registration & Firm History

NH

04/26/2005 - Present

Eagle Strategies LLC (DOVER NH)

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Licenses & Designations

BOTH

Issued 4/12/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/15/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Joseph Kageleiry.
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