Kevin Martin, financial advisor Wayne PA

Kevin Martin

CRD Number: 5626051
Current Firm: Eagle Strategies LLC

Kevin Martin (CRD# 5626051) is an Investment Advisor Representative working at Eagle Strategies LLC in Wayne, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC New Windosor, NY Sep 2013 - Current 10
Nylife Securities New Windsor, NY Dec 2008 - Current 15
New York Life Ins. Company New Windsor, NY Dec 2008 - Current 15
Sky High Personal Training Mattituck, NY May 2006 - Oct 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S66 NASAA Uniform Combined State Law Examination Aug 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin S. Martin
Phone Number: (888) 695-3245
Registered State(s):
  • IA
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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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