Adviser and broker representative · Eagle Strategies LLC
Alfredo Guerrero
CRD 6648816 · El Paso, TX
At a glance
Alfredo Guerrero is an investment adviser representative with Eagle Strategies LLC in El Paso, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alfredo’s SEC record dates to 2016, about 9 years ago. Alfredo is also registered as a broker representative.
Current advisory firm
- Eagle Strategies LLCSince May 2024El Paso, TX · $32B in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alfredo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Eagle Strategies LLC
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- Brian T. MetzgerEl Paso
- Rodolfo M. ValdezEl Paso
- Javier A. ZubiateEl Paso
- Ehab AbdallaSunrise · Certified Financial Planner
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