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Alexander Michael Berrey

Eagle Strategies LLC

Frisco, TX

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-16
  • TX RA
    APPROVED
    Since 2023-02-16

Branch Locations

2600 Network Blvd. Suite 130, Frisco, TX 75034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Frisco TX 09/2021 Present
New York Life Insurance Company Frisco TX 07/2021 Present
Oregon State University Corvallis OR 06/2017 06/2021
Ups Corvallis OR 12/2018 01/2019
State Farm Insurance Corvallis OR 09/2017 09/2018
Muskogee Country Club Muskogee OK 01/2017 05/2017
Northeastern State University Tahlequah OK 07/2016 05/2017
Eighteen Financial Group, Llc Frisco TX 02/2022 11/2025
Eagle Strategies Llc Frisco TX 02/2023 Present
Three Pillars Wealth, Llc Frisco TX 11/2025 Present
  • 09/2021 → Present
    Nylife Securities Llc
    Frisco, TX
  • 07/2021 → Present
    New York Life Insurance Company
    Frisco, TX
  • 06/2017 → 06/2021
    Oregon State University
    Corvallis, OR
  • 12/2018 → 01/2019
    Ups
    Corvallis, OR
  • 09/2017 → 09/2018
    State Farm Insurance
    Corvallis, OR
  • 01/2017 → 05/2017
    Muskogee Country Club
    Muskogee, OK
  • 07/2016 → 05/2017
    Northeastern State University
    Tahlequah, OK
  • 02/2022 → 11/2025
    Eighteen Financial Group, Llc
    Frisco, TX
  • 02/2023 → Present
    Frisco, TX
  • 11/2025 → Present
    Three Pillars Wealth, Llc
    Frisco, TX
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2600 Network Blvd Suite 130 Frisco, TX 75034; Start Date 10/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THREE PILLARS WEALTH LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (FRISCO, TX); START DATE: 11/2025]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-15
S63 Uniform Securities Agent State Law Examination 2021-11-20
  • S66 Uniform Combined State Law Examination
    2023-02-15
  • S63 Uniform Securities Agent State Law Examination
    2021-11-20
Other Names
  • Alec Berrey

View on SEC IAPD

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