KY
KY
Kevin Yang is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 14 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
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.
Loading...
Location
One World Trade Center, 285 Fulton Street, 39th Floor, New York, NY, 10007
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2025Employment History
Current Registrations
Eagle Strategies LLC
November 2024 - Present · 1 yr 6 mos
Nylife Securities LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
October 2018 - July 2021 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2016 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
January 2011 - May 2016 · 5 yrs 4 mos
Wells Fargo Investments, LLC
December 2008 - January 2011 · 2 yrs 1 mo
Wells Fargo Investments, LLCBroker
December 2008 - January 2011 · 2 yrs 1 mo
State Registrations3 states
CTNJNY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.