Cleopatra Morales, financial advisor Austin TX
93 score

Cleopatra Morales

CRD Number: 4467553
Current Firm: Eagle Strategies LLC

Cleopatra Morales (CRD# 4467553) is an Investment Advisor Representative working at Eagle Strategies LLC in Austin, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Austin, TX May 2014 - Current 2
Nylife Securities Austin, TX Oct 2003 - Current 13
New York Life Insurance Co Austin, TX Sep 2003 - Current 13
Tony Deleon And Associates Austin, TX Sep 2001 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
S63 Uniform Securities State Law Examination Jan 2004
Contact Info for Cleopatra M. Morales
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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