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David Paul rudi Lenser

Eagle Strategies LLC

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About David Paul rudi Lenser

David Paul rudi Lenser is a financial advisor with over 15 years of experience in the industry. David Lenser currently works at Eagle Strategies LLC, where they are a Registered Representative. Prior to joining Eagle Strategies LLC, David Lenser worked at EDWARD JONES in GOLD RIVER, CA. David Lenser holds the Series 66, SIE, and Series 7 licenses. David Lenser specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.

Firm Information

David Lenser is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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 Lenser’s Registration & Firm History

TN

04/05/2016 - Present

Eagle Strategies LLC (COLLEGE GROVE TN)

CA

08/24/2007 - 09/04/2012

EDWARD JONES (GOLD RIVER CA)

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Licenses & Designations

BOTH

Issued 09/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Paul rudi Lenser. Review regulatory record here.
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