Felicia Kestenberg, financial advisor New York NY

Felicia Kestenberg

CRD Number: 4439876
Current Firm: Eagle Strategies LLC

Felicia Kestenberg (CRD# 4439876) is an Investment Advisor Representative working at Eagle Strategies LLC in New York, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC New York, NY Aug 2019 - Current 4
Kesten Financial Group, LLC New York, NY Apr 2018 - Current 6
Nylife Securities LLC New York, NY May 2012 - Current 12
New York Life Insurance Company New York, NY Nov 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Felicia Kestenberg
Phone Number: (888) 695-3245
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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