Alice K. Agyemang-badu
Professional summary
Alice Kyerewaa Agyemang-badu, CFP®, who also goes by Alice Kyerewaa, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Anaheim, California and NYLIFE SECURITIES LLC located in Anaheim, California.
Alice is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Alice has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alice Kyerewaa Agyemang-badu's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
December 24, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 2400 E Katella Ave Suite 800, Anaheim, CA 92806February 28, 2012 - Present
NYLIFE SECURITIES LLC
Office #1: 2400 E. Katella Ave Suite 800, Anaheim, CA 92806Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/2025)
(6/18/2025)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
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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