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David Alan Brecher

Eagle Strategies LLC

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About David Alan Brecher

David Alan Brecher is a financial advisor registered with Eagle Strategies LLC. David Brecher has been in the financial services industry since January 1994. David Brecher is registered with the following securities regulators: California, Arizona, Delaware, Indiana, Nevada, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Texas, Utah, Vermont, and Washington. David Brecher offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. David Brecher is also registered with the state of California as an Investment Advisor Representative (IAR).

Firm Information

David Brecher is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

6300 WILSHIRE BLVD.,

LOS ANGELES, CA 90048

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Brecher’s Registration & Firm History

CA

09/09/1998 - Present

Eagle Strategies LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 7/7/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 1/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/21/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Alan Brecher.
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