KA
Kamilu A. Alli
EAGLE STRATEGIES LLC
FORNEY, TX
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CRD#: 6358470
KA
Professional summary
Kamilu Abiola Alli, who also goes by Kamilu A Alli, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Forney, Texas and NYLIFE SECURITIES LLC located in Dallas, Texas.
Kamilu is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kamilu has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kamilu A Alli
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.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; 2 HOURS PER MONTH NONE DURING SECURITIES HOURS; START DATE 06/2014; 12201 MERIT DR SUITE 1000 DALLAS 75251] [OPERATING UNDER THE DBA NAME OF ABIOLA ALLI ENTERPRISES, INSURANCE, INVESTMENT & FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DALLAS, TX; START DATE: 03/2018] [Property & Casualty Sales; property & casualty sales; 12201 Merit Dr Suite 1000 Dallas Tx 75251; Start Date 04/2019; Role/Title: Insurance Broker; Investment Related; 30 hours per month; 7 hours per month during securities trading hours][Nigerian Muslim Association DFW; A religion organization; 4020 Jackson Street Irving Tx 75061; Start Date 06/2024; Role/Title: Director; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; advisory role in the management of the organization][Union of Nigerian Friends, Inc.; ORGANISED FOR THE FELLOWSHIP OF PEOPLE OF NIGERIA AND ANY ONE INTEREST IN NIGERIA; P. O. Box 180893, Arlington, TX 76096-0893; Start Date 11/2017; Role/Title: Officer; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours; president][RENTAL PROPERTY; RENT MY HOUSE TO THE PUBILC; 4010 VILLAWOOD TRAIL HEARTLAND TX 75126; Start Date 11/2024; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent][Ibadan Descendant Union Dallas/ Fort Worth ; A NON PROFIT ORGANIZATION FOR THE CULTURAL AND WELFARE OF IBADAN ORIGIN AND FRIENDS IN DFW TX; 2442 S COLLINS STREET STE 108 PMB 220 ARLINGTON TX 76014; Start Date 04/2025; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; president]
CRS (Client Relationship Summary) - RIA
Click below to view Kamilu Abiola Alli'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
February 28, 2022 - Present
EAGLE STRATEGIES LLC
Office #2: 5005 Lyndon B Johnson Freeway, Suite 1600, Dallas, TX 75244RIA
CRD#: 110826
FORNEY, TX
Current
November 29, 2014 - Present
NYLIFE SECURITIES LLC
Office #1: 5005 Lyndon B Johnson Freeway Suite 1600, Dallas, TX 75244BD
CRD#: 5167
Dallas, TX
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
California(8/8/2019)
RR
Maryland(2/7/2025)
RR
Michigan(12/8/2016)
RR
Ohio(2/3/2025)
RR
Pennsylvania(3/22/2021)
RR
Tennessee(11/10/2021)
RR
Texas(9/13/2016)
IAR
Texas(2/28/2022)
RR
Wisconsin(12/7/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/12/2020
General Securities Representative ExaminationGeneral 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
