William Denler

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

• 01/2020 → 09/2020
  Edward Jones
  Corte Madera, CA
• 01/2019 → 12/2019
  Unemployed
  Corte Madera, CA
• 04/2018 → 12/2018
  Berlitz
  San Francisco, CA
• 09/2017 → 03/2018
  Unemployed
  Corte Madera, CA
• 04/2017 → 08/2017
  Rapidflow
  San Jose, CA
• 01/2017 → 03/2017
  Unemployed
  Corte Madera, CA
• 03/2016 → 12/2016
  Config Consultants
  Pleasanton, CA
• 08/2016 → 12/2016
  Trinet
  San Francisco, CA
• 07/2021 → Present
  New York Life Insurance Co
  San Francisco, CA
• 07/2021 → Present
  Nylife Securities Llc
  Sam Francisco, CA
• 09/2020 → 07/2021
  Unemployed
  Corte Madera, CA
• 02/2023 → Present
  Eagle Strategies Llc
  San Francisco, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 425 Market Street Suite 1600 San Francisco, CA 94105; Start Date 05/2024; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-09
• S63 Uniform Securities Agent State Law Examination
  2020-11-24

Other Names

• Bill Denler
• William John Denler