Alexander Justin Phillips
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
13 years in the industry.
- Preasidium Wealth Strategies, LLCOct 2025 to now
- Eagle Strategies LLCSep 2025 to now
- Nylife Securities LLCJun 2023 to now
- V&p Pawsitive Retreat LLCMay 2023 to now
- New York Life Insurance CompanyMar 2023 to now
- Win Waste InnovationsMar 2022 to Apr 2023
- US NavyDec 2018 to Mar 2022
- Rochester City School DistrictJan 2018 to Dec 2018
- Dogs At PlayOct 2017 to Mar 2018
- Applebee'sJan 2017 to Oct 2017
- Hartwick CollegeAug 2013 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7710292
- Firm CRD
- 110826