KB
Kirk R. Blackman
EAGLE STRATEGIES LLC
BETHESDA, MD
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CRD#: 3102174
KB
Professional summary
Kirk Ronald Blackman is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Bethesda, Maryland and NYLIFE SECURITIES LLC located in Bethesda, Maryland.
Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Kirk has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[OPERATING UNDER THE DBA NAME OF BLACKMAN FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; start date 01/2006] [Hillside Work-Scholarship Connection of Prince George's County; HWSC serves at risk students to be promoted to the next grade thru HS graduation while also preparing them to join the workforce through job readiness training.; 6305 Ivy Lane, Suite 214 Greenbelt, MD 20770; Start Date 04/2020; Role/Title: Board Member; Not Investment Related; 6 hours per month; 2 hours per month during securities trading hours; Chairman of the HWSC Prince Georges Advisory Council. Responsibilities will be Leading council meetings and promoting the organization to community stakeholders] [OPERATING UNDER THE DBA NAME OF REVEAL WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (MITCHELLVILLE, MD); START DATE: 05/2024][Epsilon Phi Boule Foundation; To nurture the youth and advancement of Prince George's County residents through the awarding of scholarships, mentoring and leadership development programs, and social action programs; 11100 Brookes Reserve Road Upper Marlboro MD 20772; Start Date 12/2024; Role/Title: Officer; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; treasurer]
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Ronald Blackman'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®
NoneExperience
Current
December 21, 2005 - Present
EAGLE STRATEGIES LLC
Office #2: 2303 Prima Road, Mitchellville, MD 20721RIA
CRD#: 110826
BETHESDA, MD
Current
September 21, 2005 - Present
NYLIFE SECURITIES LLC
Office #1: 6905 Rockledge Drive Suite 900, Bethesda, MD 20817BD
CRD#: 5167
Bethesda, MD
Past
March 1, 2000 - September 14, 2005
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MITCHELLVILLE, MD
Past
October 2, 1998 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
October 2, 1998 - September 14, 2005
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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
Arkansas(4/12/2017)
RR
California(9/21/2005)
RR
Colorado(3/20/2024)
RR
District of Columbia(9/30/2005)
RR
Florida(5/2/2017)
RR
Georgia(4/13/2011)
RR
Illinois(10/9/2020)
RR
Maryland(9/21/2005)
IAR
Maryland(12/21/2005)
RR
New Jersey(6/14/2016)
RR
New Mexico(10/17/2006)
RR
New York(1/19/2006)
RR
North Carolina(7/8/2020)
RR
Pennsylvania(4/10/2020)
RR
Virginia(9/30/2005)
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.
