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Robert Ryan Apuzzo

Investment adviser representative at Eagle Strategies LLC
12 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

12 years in the industry.

  1. Eagle Strategies LLCDec 2025 to now
  2. Nylife Securities LLCOct 2017 to now
  3. New York Life Insurance CoSep 2017 to now
  4. AXA-advisors, LLCNov 2016 to Sep 2017
  5. UnemployedJun 2014 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
6632849
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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