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Brian Robinson

Eagle Strategies LLC

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About Brian Robinson

Brian Robinson is an active registered investment advisor representative with Eagle Strategies LLC, based in New York, NY. Brian has been in the financial industry since 2006. Brian has a total of 6 state registrations, including Alabama, California, Florida, New Jersey, New York and Pennsylvania. Brian has passed the Series 7, Series 63, and Series 66 exams. Brian was previously registered with Chase Investment Services Corp. and Morgan Stanley DW Inc.

Firm Information

Brian Robinson is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

ONE WORLD TRADE CENTER, 285 FULTON STREET, 39TH FL

NEW YORK, NY 10007

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Robinson’s Registration & Firm History

NY

10/02/2024 - Present

Eagle Strategies LLC (NEW YORK NY)

NY

09/08/2008 - 05/28/2009

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

07/11/2006 - 02/06/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 1/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 8/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2022

SIE - Securities Industry Essentials Examination

BC

Issued 7/8/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Robinson.
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