Alexander Joseph Brese
Investment adviser representative at Eagle Strategies LLC
11 yearsExperience
2 statesRegistered in
$32BFirm assets
37 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
- Seminars and workshops
Experience
11 years in the industry.
- Eagle Strategies LLCMar 2025 to now
- Nylife Securities LLCJan 2024 to now
- Legacy Private Client ServicesNov 2023 to now
- Northwestern Mutual Investment Services, LLCJul 2017 to Nov 2023
- Northwestern Mutual Investment Services, LLCDec 2016 to Jun 2017
- Lonnie Poole Golf CourseAug 2015 to Jun 2017
- North Carolina State UniversityAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 6736747
- Firm CRD
- 110826