Alexander
Denney

Eagle Strategies LLC

CRD#6920992
Investment Advisor
in San Antonio, TX

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About this Advisor

Alexander Denney is a financial advisor based in San Antonio, Texas, working with Eagle Strategies LLC. Alexander has previously held positions at Tapatio Springs, Bistro And Total Staffing, Bellhops, The University Of Texas, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Atlas Retirement Strategies, LLC, and Prime Prosperity LLC. Alexander has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Alexander is part of Eagle Strategies LLC, which operates out of San Antonio, Texas. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8000 Ih10 West Suite 800
San Antonio, TX 78230

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

TX Average: $7,464,549,021
Total Number of Employees

2,567

TX Average: 88
Total Number of Accounts

95,287

TX Average: 3,892
Average Account Size

$213,647

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alexander Denney Work History

2023 - Present (2 years)

Prime Prosperity LLC

2021 - Present (4 years)

Eagle Strategies LLC

2018 - Present (7 years)

New York Life Insurance Company

2018 - Present (7 years)

Nylife Securities LLC

2021 - 2023 (2 years)

Atlas Retirement Strategies, LLC

2017 - 2017 (< 1 year)

Tapatio Springs

2016 - 2017 (1 year)

Bistro And Total Staffing

2014 - 2017 (3 years)

Bellhops

2011 - 2016 (5 years)

The University Of Texas

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alexander Denney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Arjun Srivastava
Scottsdale, AZ
Raymond Stellhorn-Tavera
Newport Beach, CA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Arvind Saxena
Fremont, CA
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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