Valerie P. Kaiser
EAGLE STRATEGIES LLC
HERNDON, VA 20170
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CRD#: 2753349
Professional summary
Valerie Phillips Kaiser, CFP®, who also goes by Valerie P Flanagan, Val Kaiser, Valerie Phillips, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Herndon, Virginia and NYLIFE SECURITIES LLC located in Herndon, Virginia.
Valerie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Valerie has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Valerie P Flanagan | Val Kaiser | Valerie Phillips
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[KAISER FINANCIAL SOLUTIONS LLC - Dormant; my old discontinued DBA-keep the LLC active to prevent others from using this name. EldenStreet Financial LLC is my DBA and brokering. I do not expect to use KAISER FINANCIAL SOLUTIONS again.; 20604 Marsh Ct Sterling VA 20165; Start Date 03/2003; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Mahoney Financial Organization, LLC ; Insurance brokerage, estate planning for executives; 625 Elden Street Suite 203 Herndon, VA 20170; Start Date 07/2011; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 625 Elden Street Suite 203 Herndon, Va 20170; Start Date 01/2016; Role/Title: Partner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE NAME OF ELDENSTREET FINANCIAL, LLC D.B.A. ELDENSTREET FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HERNDON, VA; START DATE: 03/2016] [ProVisors; ProVisors is a national business networking organization headquartered in CA. Meetings are virtual with social events in person. Groups are comprised of trusted advisors with over 10 years experience.; 15165 Ventura Blvd Suite 425 Sherman Oaks, CA 91403; Start Date 04/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours;I am leading one of the new groups in the DC Metro area. I run the monthly meetings and lead my executive committee to run the group. Many tasks are delegated to this group. I introduce people to ProVisors where they are interviewed before they may join our group]
CRS (Client Relationship Summary) - RIA
Click below to view Valerie Phillips Kaiser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
February 13, 2004 - Present
EAGLE STRATEGIES LLC
Office #1: 625 Elden Street Suite 203, Herndon, VA 20170RIA
CRD#: 110826
HERNDON, VA
Current
July 8, 1996 - Present
NYLIFE SECURITIES LLC
Office #1: 625 Elden Street Suite 203, Herndon, VA 20170BD
CRD#: 5167
Herndon, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/6/2022)
RR
California(3/13/2007)
RR
Colorado(3/21/2012)
RR
Connecticut(12/6/2024)
RR
District of Columbia(9/20/1996)
RR
Florida(5/12/2000)
RR
Georgia(8/30/2017)
RR
Indiana(10/27/2023)
RR
Maine(2/11/2016)
RR
Maryland(9/16/1996)
RR
Massachusetts(9/22/2022)
RR
New Jersey(3/9/2022)
RR
New York(10/14/2004)
RR
North Carolina(9/11/1997)
RR
Oregon(7/16/2025)
RR
South Carolina(4/19/2017)
RR
Texas(10/15/2021)
RR
Virginia(7/18/1996)
IAR
Virginia(2/13/2004)
RR
Wisconsin(9/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Herndon, VA 20170TRUST BUT VERIFY
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