KS
Kyrsten Schenck
EAGLE STRATEGIES
PORTLAND, OR 97223
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CRD#: 7270603
KS
Kyrsten SchenckEAGLE STRATEGIES
Professional summary
Kyrsten Schenck is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Portland, Oregon and NYLIFE SECURITIES LLC located in Portland, Oregon.
Kyrsten is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kyrsten has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
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.
[Portland Pearl Rotary Club; My Rotary Club is involved in many activities that aim to improve aspects of our local and global community. This involves donating funds and lots of volunteering hours to other non-profits that we partner with.; 721 NW 9th Ave, Portland, OR 97209; Start Date 07/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours;Membership Chair on the Board of Directors. Recruiting, inducting, guiding, and maintaining members. Attending monthly board meetings][Rotary Club ; The Rotary Club President leads the club, sets goals, oversees meetings and projects, represents the club in the community, fosters member engagement, and ensures alignment with Rotary's mission of "Service Above Self."; 721 NW 9th Ave, Portland, OR 97209; Start Date 07/2026; Role/Title: President of Portland Pearl Rotary Club; Not Investment Related; 12 hours per month; 8 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Kyrsten Schenck'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
September 25, 2026 - Present
EAGLE STRATEGIES LLC
Office #1: 10260 Sw Greenburg Rd 4th Flr Ste 426, Portland, OR 97223RIA
CRD#: 110826
PORTLAND, OR
Current
April 5, 2021 - Present
NYLIFE SECURITIES LLC
Office #1: 10260 Sw Greenburg Road Suite 1150, Portland, OR 97223BD
CRD#: 5167
PORTLAND, OR
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
Arizona(6/16/2021)
RR
California(7/8/2021)
RR
Oregon(5/3/2021)
IAR
Oregon(9/25/2026)
RR
Washington(12/16/2022)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 2/3/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Passed: 4/5/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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)Loading...
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
3,190
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 133,900 |
| AUM (Assets Under Management) | $ 32,040,850,438 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/27/2026 | ||
| 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.
