Kyle Herrington
Kyle Herrington is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Trumansburg, NY, with 35 years of industry experience. Kyle 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
1 Old Main St, Trumansburg, NY, 14886
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Regulatory History (1)
Customer Dispute
September 2006Other Business ActivitiesSells Insurance
Kyle owns Crescent Lake Camp Grounds rental property and operates under the DBA name of H&H Financial Group to sell New York Life products and services, as well as brokering non-registered insurance products. He also dedicates about half his time as a registered investment adviser representative of Eagle Strategies Corporation.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
First Investors CorporationBroker
State Registrations26 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.