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Robin Sue Badanes

Eagle Strategies LLC

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About Robin Sue Badanes

Robin Badanes is a financial professional with over 38 years of experience in the industry. Robin has a wide range of experience in the financial services industry, having worked with several firms including First Investors Corporation, New York Life Insurance Company and NYLife Securities Inc. Robin has a strong focus on financial planning and has a Certified Financial Planner designation. Robin is currently registered with Eagle Strategies LLC as an Investment Advisor Representative. Robin's experience and expertise allows her to provide a range of services to clients, including financial planning, educational seminars, and portfolio management. Robin specializes in working with individual clients, high net worth individuals, and corporations, as well as charitable organizations.

Firm Information

Robin Badanes 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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Robin Badanes’s Registration & Firm History

NY

08/02/2021 - Present

Eagle Strategies LLC (NEW YORK NY)

NJ

11/21/1983 - 11/05/1990

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 11/18/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Sue Badanes.
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