Robert Alexander Palumbo
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Eagle Strategies LLCJan 2025 to now
- Nylife Securities, LLCDec 2024 to now
- New York Life Insurance Co.Oct 2024 to now
- Fidelity InvestmentsAug 2022 to Aug 2024
- CitigroupMay 2022 to Aug 2022
- UnemployedFeb 2022 to May 2022
- First Republic BankJan 2021 to Feb 2022
- First Republic Securities Company, LLCJan 2021 to Feb 2022
- Northwestern Mutual Wealth Management CompanyJan 2018 to Dec 2020
- Northwestern Mutual Investment Services LLCJul 2017 to Dec 2020
- Northwestern Mutual Life Insurance CompanyOct 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 6587740
- Firm CRD
- 110826