Coley Bellamy
Coley Bellamy is a registered investment advisor at Eagle Strategies LLC, based in San Antonio, TX, with 12 years of industry experience. Coley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
8000 Ih 10 West, Ste 800, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2025Financial
June 2020Criminal
October 2007Other Business ActivitiesSells Insurance
Coley owns a rental property since 2016, dedicating minimal time to it. Coley also works as an insurance broker since 2018, spending a few hours per week on this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.