David P. Lenser
Professional summary
David Paul Rudi Lenser, ChFC®, who also goes by David Lenser, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in College Grove, Tennessee and NYLIFE SECURITIES LLC located in College Grove, Tennessee.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Paul Rudi Lenser's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 24, 2012 - Present
EAGLE STRATEGIES LLC
September 19, 2012 - Present
NYLIFE SECURITIES LLC
September 18, 2007 - September 4, 2012
EDWARD JONES
August 24, 2007 - September 4, 2012
EDWARD JONES
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/16/2015)
(9/19/2012)
(2/14/2022)
(3/20/2015)
(6/23/2022)
(11/6/2025)
(8/2/2017)
(11/23/2021)
(5/1/2019)
(3/11/2021)
(10/1/2024)
(10/4/2012)
(1/9/2020)
(7/14/2021)
(7/29/2024)
(12/5/2024)
(1/31/2014)
(4/30/2019)
(10/15/2021)
(3/4/2016)
(4/5/2016)
(3/14/2016)
(6/23/2014)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
