Alexis Quaglieri
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$32BFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Eagle Strategies LLCNov 2023 to now
- Nylife Securities LLCSep 2023 to now
- New York Life Insurance Co.Jul 2023 to now
- Lincoln Financial Advisors CorporationNov 2022 to Jul 2023
- Eagle Strategies LLCAug 2020 to Nov 2022
- Nylife Securities LLCFeb 2017 to Nov 2022
- New York Life Insurance Co.Jul 2016 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 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
- 6383734
- Firm CRD
- 110826