Best Investors Account Sign in

Alexander Denney

Eagle Strategies LLC

San Antonio, TX

CRD 6920992

Claim This Profile
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:

Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-03
  • TX RA
    APPROVED
    Since 2021-08-03

Branch Locations

8000 Ih10 West Suite 800, San Antonio, TX 78230 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tapatio Springs Boerne TX 08/2017 11/2017
Bistro And Total Staffing San Antonio TX 11/2016 12/2017
Bellhops Austin TX 10/2014 02/2017
New York Life Insurance Company San Antonio TX 03/2018 Present
Nylife Securities Llc San Antonio TX 06/2018 Present
Eagle Strategies Llc San Antonio TX 08/2021 Present
Atlas Retirement Strategies, Llc San Antonio TX 09/2021 08/2023
Prime Prosperity Llc San Antonio TX 11/2023 Present
  • 08/2017 → 11/2017
    Tapatio Springs
    Boerne, TX
  • 11/2016 → 12/2017
    Bistro And Total Staffing
    San Antonio, TX
  • 10/2014 → 02/2017
    Bellhops
    Austin, TX
  • 03/2018 → Present
    New York Life Insurance Company
    San Antonio, TX
  • 06/2018 → Present
    Nylife Securities Llc
    San Antonio, TX
  • 08/2021 → Present
    San Antonio, TX
  • 09/2021 → 08/2023
    Atlas Retirement Strategies, Llc
    San Antonio, TX
  • 11/2023 → Present
    Prime Prosperity Llc
    San Antonio, TX
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 21720 Hardy Oak Blvd, Suite 85, San Antonio, TX 78258; Start Date 07/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PRIME PROSPERITY LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN ANTONIO TX; START DATE: 11/2023][Deut818 HoldingCo LLC - Dormant; holding company and management services; 8 The Green STE B, Dover, DE 19901; Start Date 03/2026; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Texas Exes San Antonio Chapter; As alumni for UT, we raise money for scholarships to UT. We volunteer and help better the San Antonio community. We help facilitate the gathering of Texas Exes locally in San Antonio.; 131 El Paso St, San Antonio, TX 78204; Start Date 11/2018; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; on the advisory council for the President and the Executive Board. Giving insight and guidance on how to maintain and grow the out reach of the Texas Exes of San Antonio]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-23
S63 Uniform Securities Agent State Law Examination 2018-10-24
  • S65 Uniform Investment Adviser Law Examination
    2021-07-23
  • S63 Uniform Securities Agent State Law Examination
    2018-10-24

View on SEC IAPD

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor