Alexander Delvor Williams

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → Present
  New York Life Insurance
  Simpsonville, SC
• 10/2013 → 02/2021
  Greenville Heritage Fcu
  Greenville, SC
• 12/2017 → 02/2021
  The Peace Center
  Greenville, SC
• 03/2021 → Present
  Nylife Securities Llc
  Greenville, SC
• 05/2024 → Present
  Eagle Strategies Llc
  Greenville, SC
• 04/2025 → Present
  Win Financial Group Llc
  Greenville, SC

Other Businesses

[African American Prosperity Network; To support individuals in disadvantaged and underserved communities remove barriers that limits equity, equality and economic growth.; P.O Box 25548, Greenville SC 29616; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;Assist in the growth of the organization and assist in developing financial literacy among the community] [Bon Secours Wellness Arena; It is an Arena that host concerts and sporting events.; 650 N Academy St, Greenville SC 29601; Start Date 04/2022; Role/Title: Volunteer; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours;My responsibility would be to just help serve food and drinks to patrons] [Simpsonville Chamber; Provides being a positive force in providing leadership and advocacy to unite and improve the local business and community engagement. ; 105 W Curtis St Suite A, Simpsonville, SC 29681; Start Date 02/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Simpsonville Chamber; Provides being a positive force in providing leadership and advocacy to unite and improve the local business and community engagement. ; 105 W Curtis St Suite A, Simpsonville, SC 29681; Start Date 02/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Help provide insight and guidance as a resident of the city in regards to growth] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 300 Executive Center Dr, Suite 200 Greenville SC 29615 ; Start Date 03/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WIN FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (GREENVILLE, SC); START DATE: 04/2025]

Exams

• S66 Uniform Combined State Law Examination
  2024-05-21
• S63 Uniform Securities Agent State Law Examination
  2021-05-07