AB
Andrea V. Burckhard
EAGLE STRATEGIES LLC
COOKEVILLE, TN 38501
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CRD#: 5359725
AB
Professional summary
Andrea Viktoria Burckhard, who also goes by Andrea VIktoria Fuchs, Andrea Viktoria Fuchs-alexiou, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Cookeville, Tennessee and NYLIFE SECURITIES LLC located in Cookeville, Tennessee.
Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Andrea has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrea Viktoria Fuchs | Andrea Viktoria Fuchs-Alexiou
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 320 E. BROAD STREET, SUITE 1A, COOKEVILLE, TN 38501; START DATE: 12/2010; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME BURCKHARD FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COOKEVILLE, TN; START DATE: 02/2024] [Friends of Library (TTU); TTU Friends of the Library raises awareness to the community on what the TTU Library improvements are. Friends of the Library board has an Annual Gala to raise funds for improvements and enhancements at the TTU library.; 1 William Jones Dr. Cookeville TN 38501; Start Date 09/2018; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Hold monthly board meetings and delegate to committees and sub-committees for Gala and membership] [Cookeville I.M.P.A.C.T. Inc.; IMPACT is a non-profit organization for African American males to build leadership positions. IMPACT stands for Innovative Men Progressing the African-American Community.; 245 4th Ave., Cookeville, TN 38501; Start Date 03/2016; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Plenty Advisory Board; Non-Profit Plenty Downtown Bookshop, 48 West Broad Street, Cookeville, TN 38501; Start Date 12/2023; Role/Title: Committee member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Committee member. My role is to help plan, organize and fundraise for the Literary Book Gala, and also bring awareness to other financial professionals, advisors on ways in which their clients can be philanthropic.] [Upper Cumberland Women's Club of TN; Professional women who meet 5-6 times a year to network, share ideas and guest speakers; 320 E. Broad St., Cookeville, TN 38501; Start Date 01/2024; Role/Title: Chairman; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Chairman that organizes the women's lunches with the committees, social media posts with the committee, etc.]
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Viktoria Burckhard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 6, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 320 E Broad Street Suite 1a, Cookeville, TN 38501RIA
CRD#: 110826
COOKEVILLE, TN
Current
April 14, 2008 - Present
NYLIFE SECURITIES LLC
Office #1: 320 E. Broad Street Suite 1a, Cookeville, TN 38501BD
CRD#: 5167
Cookeville, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(11/14/2024)
RR
Illinois(7/16/2021)
RR
Kentucky(9/26/2008)
RR
North Carolina(1/20/2021)
RR
Ohio(9/20/2021)
RR
Tennessee(8/5/2008)
IAR
Tennessee(11/6/2024)
RR
Utah(6/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
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.
