VK
Valeriya Kolesnikova
EAGLE STRATEGIES LLC
NEW YORK, NY 10007-0090
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CRD#: 7278937
VK
Professional summary
Valeriya Kolesnikova is a registered financial advisor currently at EAGLE STRATEGIES LLC located in New York, New York and NYLIFE SECURITIES LLC located in New York, New York.
Valeriya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Valeriya has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE 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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products and through Nuera Benefits Agency Inc; One Penn Plaza Suite 2035, New York, NY 10119; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF VMX Financial Strategies LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK NY ; START DATE: 10/2023] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products; 285 Fulton St, 39 floor, NY NY 10007; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 7 hours per month during securities trading hours] [doTerra; wellness advocate; Sell essential oils; 2665 Homecrest Ave, apt 3M, brooklyn, NY 11235; start 10/2019; Commissions; 10 hours per month, 0 during business hours; non investment related] [DSM-Firmenich ; DSM-Firmenich onsite parfumery test. ; 250 Plainsboro Rd, Plainsboro Township, NJ 08536; Start Date 01/2024; Role/Title: Independent Contractor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Come for a 10 min test to smell different smells that is needed for research] [Robot Finny's Big Money Adventure ; Children's book; 20 Wyndmoor Dr, East Windsor, NJ 08520; Start Date 04/2024; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; book author for kids on financial literacy]
CRS (Client Relationship Summary) - RIA
Click below to view Valeriya Kolesnikova'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 21, 2023 - Present
EAGLE STRATEGIES LLC
Office #1: 1 World Trade Center 39th Fl, New York, NY 10007-0090Office #2: 2711 Coney Island Avenue 3rd Floor, Brooklyn, NY 11235RIA
CRD#: 110826
NEW YORK, NY
Current
August 28, 2020 - Present
NYLIFE SECURITIES LLC
Office #1: 1 World Trade Center 285 Fulton Street 39th Fl, New York, NY, 10007-0166Office #2: 2711 Coney Island Avenue 3rd Floor, Brooklyn, NY 11235BD
CRD#: 5167
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
California(3/16/2023)
RR
New Jersey(8/29/2023)
IAR
New Jersey(9/21/2023)
RR
New York(10/6/2020)
IAR
New York(9/21/2023)
RR
South Carolina(3/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/4/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 8/28/2020
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)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.
