Alexander Dalton
Investment adviser representative at Eagle Strategies LLC
20 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
20 years in the industry.
- Eagle Strategies LLCOct 2023 to now
- Nylife Securities LLCSep 2022 to now
- New York Life Insurance CompanyMay 2022 to now
- Cak Middle School Track CoachFeb 2024 to May 2025
- Cak Middle School FootballJul 2023 to Jul 2026
- Tate's Middle SchoolJan 2023 to Feb 2024
- The Local MarketMay 2021 to Aug 2021
- Asset Planning CorporationMay 2019 to Aug 2019
- Berry CollegeAug 2018 to May 2022
- Clearfuel, Inc.May 2018 to Aug 2018
- Christian Academy of KnoxvilleAug 2005 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7538481
- Firm CRD
- 110826