Altaf Safri, financial advisor San Antonio TX

Altaf Safri

CRD Number: 5779329
Current Firm: Eagle Strategies LLC

Altaf Safri (CRD# 5779329) is an Investment Advisor Representative working at Eagle Strategies LLC in San Antonio, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC San Antonio, TX Nov 2019 - Current 4
Nylife Securities LLC Memphis, TN Mar 2015 - Current 9
New York Life Insurance Co Memphis, TN Jul 2010 - Current 14
Self/csb Enterprises Byhalia, MS Sep 2007 - Jan 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2016
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Altaf Safri
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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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