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Robert H Stein

Eagle Strategies LLC

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About Robert H Stein

Robert Stein is a financial advisor at Eagle Strategies LLC in NEW YORK, NY. Robert has been working in the financial industry since 2002 and has a broad range of experience, including experience as a registered representative and investment advisor representative. Robert is licensed in 51 states and holds Series 63, 65, 66, 7, and SIE licenses.

Firm Information

Robert Stein 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

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 Stein’s Registration & Firm History

NY

09/16/2022 - Present

Eagle Strategies LLC (NEW YORK NY)

NY

08/09/2018 - 05/31/2019

INVESCO DISTRIBUTORS, INC. (NEW YORK NY)

NJ

03/20/2014 - 01/25/2018

PERSHING LLC (JERSEY CITY NJ)

NJ

06/29/2006 - 03/18/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NJ

09/13/2002 - 05/30/2006

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

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Licenses & Designations

IA

Issued 9/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/1/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/10/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert H Stein.
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