Alexandra Carney, financial advisor Maitland FL

Alexandra Carney

CRD Number: 6263470
Current Firm: Eagle Strategies LLC

Alexandra Carney (CRD# 6263470) is an Investment Advisor Representative working at Eagle Strategies LLC in Maitland, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Maitland, FL Jan 2019 - Current 5
Nylife Securities LLC Maitland, FL Mar 2014 - Current 10
New York Life Insurance Co Maitland, FL Oct 2013 - Current 10
University Of Central Florida Orlando, FL Aug 2013 - Current 10
Universal Orlando Orlando, FL Sep 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S66 NASAA Uniform Combined State Law Examination Apr 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alexandra M. Carney
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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, WY

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