Kevin Mulqueen
Kevin Mulqueen is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in New Windsor, NY, with 42 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
460 Temple Hill Rd, New Windsor, NY, 12553
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Regulatory History (1)
Customer Dispute
March 2006Other Business ActivitiesSells Insurance
Kevin brokers non-registered insurance products with outside insurance carriers, dedicating a few hours per week to this activity. He also serves as an exam monitor for Real Estate Express, a notary public, a pastor, a board member for Finseca-NY, a preacher, and a member of the Town of Wallkill Zoning Board of Appeals.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.