Alexander Michael Berrey
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Three Pillars Wealth, LLCNov 2025 to now
- Eagle Strategies LLCFeb 2023 to now
- Nylife Securities LLCSep 2021 to now
- New York Life Insurance CompanyJul 2021 to now
- Eighteen Financial Group, LLCFeb 2022 to Nov 2025
- UpsDec 2018 to Jan 2019
- State Farm InsuranceSep 2017 to Sep 2018
- Oregon State UniversityJun 2017 to Jun 2021
- Muskogee Country ClubJan 2017 to May 2017
- Northeastern State UniversityJul 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7397935
- Firm CRD
- 110826