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Kevin William Curry

Investment Adviser Representative at Eagle Strategies LLC

White Plains, NYCRD #2544940Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kevin William Curry is an investment adviser representative with Eagle Strategies LLC in White Plains, NY, where they have been registered since 2008. They have worked in the securities industry since 1995 and have been registered with 3 firms, including Equico Securities, Inc. and The Equitable LIFE Assurance Society of the United States. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Connecticut and New York.

Office

44 South Broadway, Suite 1801
White Plains, NY 10601

Advisors at this office: 31

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, New York
Broker:
6 states and territories

Connecticut, Massachusetts, New Jersey, New York, Pennsylvania, Vermont

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/11/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 5/18/1995
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/6/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/12/1995
Series 53
Municipal Securities Principal Examination
Passed 12/21/2018
Series 24
General Securities Principal Examination
Passed 8/18/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Eagle Strategies LLCCurrent
6/19/2008 – White Plains, NY
Equico Securities, Inc.
1/13/1995 – 3/29/1995New York, NY
THE Equitable LIFE Assurance Society OF THE United States
1/13/1995 – 3/29/1995New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. NEW YORK LIFE INS Co
    May 1995 – no end date reportedSyosset, NY
  2. Nylife Securities Inc.
    May 1995 – no end date reportedMelville, NY
  3. Eagle Strategies Corp
    Jun 2008 – no end date reportedWindsor, CT
  4. MY Girls LLC
    Jun 2013 – Feb 2019New Milford, CT

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Eagle Strategies LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Customized wealth management and protection solutions, investment growth strategies, retirement planning, legacy planning, and holistic financial advice and guidance.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementRetirement PlanningLegacy PlanningAsset Protection

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,469
Offices listed on AdvisorFinder:
27
Main office:
New York, NY
SEC file number:
801-32987

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 31, 2026

View full firm profile

Other advisors at Eagle Strategies LLC

Showing 12 of 2,469 in the directory

View Eagle Strategies LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin William Curry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kevin William Curry (Eagle Strategies) - Fees & Credentials