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Dena K Crosby

Eagle Strategies LLC

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About Dena K Crosby

Dena K Crosby is an investment advisor representative with Eagle Strategies LLC based in Alpharetta, GA. Dena has been in the industry since December 17, 2006. Dena is registered to provide investment advice in 7 states and holds Series 7 and Series 66 licenses as well as the SIE exam. Dena has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A, NYLIFE Securities LLC., and Eagle Strategies LLC. Dena's experience is in providing financial planning, portfolio management, pension consulting and educational seminars to individuals, businesses, high net worth individuals, charitable organizations, and corporations.

Firm Information

Dena Crosby 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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Dena Crosby’s Registration & Firm History

GA

04/29/2022 - Present

Eagle Strategies LLC (Alpharetta GA)

GA

08/07/2007 - 03/06/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)

NY

03/13/2001 - 02/10/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dena K Crosby.
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