Alexandra Carney
Alexandra Carney is a registered investment advisor at Eagle Strategies LLC, based in Maitland, FL, with 10 years of industry experience. Alexandra 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
495 North Keller Road, Suite 150, Maitland, FL, 32751
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Regulatory History (1)
Customer Dispute
September 2019Other Business Activities
Alexandra works as a seasonal entertainer at Universal Orlando, dedicating minimal time to this role during March and April. She also serves as a board member for Girls on The Run Central Florida and volunteers as a classroom coordinator for Parke House Academy, dedicating minimal time to each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.