David M Robbins
Investment adviser representative at Eagle Financial Strategies
14 yearsExperience
1 stateRegistered in
$146MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Eagle Financial StrategiesJan 2023 to now
- American Independent Securities Group, LLCJul 2022 to Dec 2022
- Key Investment Services LLCApr 2012 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (ME).
Eagle Financial Strategies
Legal name: Alpha Capital Advisors, Inc.
$146MAssets managed
294Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2593301
- Firm CRD
- 138825