Matthew Kennedy (CRD# 5562310) is an Investment Advisor Representative working at Eagle Strategies LLC in Hackettstown, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Saddle Brook, NJ | Jun 2018 - Current | 5 |
| Horizon Wealth Strategies, LLC | Hackettstown, NJ | Feb 2018 - Current | 6 |
| Nylife Securities LLC | Saddle Brook, NJ | Aug 2008 - Current | 15 |
| New York Life Insurance Company | Saddle Brook, NJ | Jul 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- NJ
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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