Robert Hsu
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Hipac FinancialMar 2026 to now
- Pau Hana Benefits Solutions. LLCFeb 2026 to now
- Eagle Strategies LLCJun 2025 to now
- New York Life Insurance CompanyJun 2025 to now
- Nylife Securities LLCJun 2025 to now
- Equitable AdvisorsDec 2021 to Jun 2025
- Pruco Securities, LLCSep 2016 to Dec 2021
- The Prudential Insurance Company of AmericaSep 2016 to Dec 2021
- Hilton Hawaiian VillageJun 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 6553066
- Firm CRD
- 110826