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Robert Alan Engler

Eagle Strategies LLC

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About Robert Alan Engler

Robert Alan Engler is a registered investment advisor representative with Eagle Strategies LLC, a firm based in Boca Raton, Florida. Robert Alan Engler has been active in the industry since January 27, 2014. Robert Alan Engler is registered in Florida, Connecticut, New Jersey, New York and Pennsylvania. Robert Alan Engler holds Series 66, Series 7 and SIE licenses. Robert Alan Engler is also the owner of The Rae Group Insurance Services, LLC, a non-investment related insurance brokerage firm. Robert Alan Engler also owns other businesses including Pretty In Paper, LLC, a custom invitation company, and Galleros Robinson, CPA's LLP, an accounting firm.

Firm Information

Robert Engler is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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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Robert Engler’s Registration & Firm History

FL

11/20/2018 - Present

Eagle Strategies LLC (BOCA RATON FL)

FL

02/29/2012 - 11/30/2016

AXA ADVISORS, LLC (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 06/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Alan Engler.
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