Valeriya Kolesnikova
Valeriya Kolesnikova is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Brooklyn, NY, with 5 years of industry experience. Valeriya 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
2711 Coney Island Avenue, 3rd Floor, Brooklyn, NY, 11235
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Valeriya works as an insurance broker for multiple carriers, selling both non-registered insurance products and property and casualty products, dedicating a few hours per week. She also sells New York Life products and services under the DBA name of VMX Financial Strategies LLC, sells essential oils as a wellness advocate for doTerra, works as an independent contractor for DSM-Firmenich, and is a children's book author.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 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.