Edward Kelly
Edward Kelly is a registered investment advisor at Eagle Strategies LLC, based in Melville, NY, with 35 years of industry experience. Edward 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
1660 Walt Whitman Road, Melville, NY, 11747
Get directionsHistory
Regulatory History (4)
Judgment / Lien
July 2012Criminal
July 1994Judgment / Lien
December 1986Criminal
May 1978Other Business ActivitiesSells Insurance
Edward is an insurance broker for non-registered insurance products, as well as property and casualty products. He also owns a two-family home that he rents out, dedicating minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.