Robert Alan Engler
Investment adviser representative at Eagle Strategies LLC
31 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Eagle Strategies LLCNov 2018 to now
- New York Life Insurance CompanyOct 2018 to now
- Nylife Securities LLCOct 2018 to now
- The Rae Group Insurance ServicesJun 2018 to now
- Galleros Robinson, Cpa's LLPFeb 1995 to now
- AXA Advisors, LLCFeb 2012 to Nov 2016
- Weinstein Engler Cpas PcFeb 1995 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3131351
- Firm CRD
- 110826