Antonio Deleon

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

• 02/1974 → Present
  New York Life Insurance Company
  Austin, TX
• 11/1982 → Present
  Nylife Securities Llc
  Austin, TX
• 04/2008 → Present
  Tony Deleon & Associates
  Austin, TX
• 08/2014 → 02/2018
  Caritativos
  Austin, TX
• 04/2009 → Present
  Eagle Strategies Llc
  Austin, TX

Other Businesses

[TONY DELEON & ASSOC. INVESTMENT RELATED;1101 W. ANNIE STREET, AUSTIN, TX 78704; SERVICE MY CLIENTS IN THE AREAS OF INDIVIDUAL HEALTH INSURANCE AND TERM INSURANCE; 2-4 HOURS A WEEK; PROVIDE MY CUSTOMERS WITH INSURANCE QUOTES AND SERVICING] [The Deleon Family Living Trust; Own a ranch and land; Abstract No. 258, in Jim Hogg County, Texas; Start Date 04/2017; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [La Ponderosa; property sale; 22853 Rabb Road La Feria, TX 78599; Start Date: 07/2022; Role/Title: Owner; Not investment related; 3 hours per month; 0 hours per month during securities trading hours; My responsibilities as the owner included paying the property taxes, general upkeep and maintenance of the property][TNF Management Group LLC; To hold real estate properties. Property #1 ID:299278 Western Rd Tx Texan Gardens Lot 28 BLK 23 8.20 AC, Property #2 ID:299277 Western Rd Tx Texan Gardens Lot 27 Blk 23 8.64 AC, Property #3 ID:299275 Western Rd Tx Texan Gardens Lot 26 BLK 23 4.88 AC; 1101 W. Annie St. Austin Tx 78704; Start Date 06/2024; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1984-08-13

Other Names

• Tony Deleon