Kylie Nesbitt, financial advisor Renton WA

Kylie Nesbitt

CRD Number: 7066713
Current Firm: Eagle Strategies LLC

Kylie Nesbitt (CRD# 7066713) is an Investment Advisor Representative working at Eagle Strategies LLC in Renton, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Bellevue, WA May 2019 - Current 5
Drynan Strategic Financial Solutions Bellevue, WA Mar 2019 - Current 5
Nylife Securities LLC Bellevue, WA Feb 2019 - Current 5
New York Life Insurance Co Bellecue, WA Jan 2019 - Current 5
Unemployed Seattle, WA Jun 2018 - Dec 2018 < 1
University Of Washington Seattle, WA Jul 2014 - Jun 2018 3
Mead High School Fairwood, WA Jul 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Kylie Nesbitt
Phone Number: (888) 695-3245
Registered State(s):
  • TX
  • WA
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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