Robert Isaac Arensberg

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2014-04-28

CA RA
APPROVED

Since 2014-04-28

Branch Locations

Upland, CA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
New York Life Lnsurance	Wichita	KS	01/2007	Present
Nylife Securities Llc	Wichita	KS	01/2007	Present
Eagle Strategies Llc	Duarte	CA	04/2014	Present

01/2007 → Present

New York Life Lnsurance

Wichita, KS
01/2007 → Present

Nylife Securities Llc

Wichita, KS
04/2014 → Present

Eagle Strategies Llc

Duarte, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE COMPANIES FOR THE PURPOSE OF SOLICITING NON-REGISTERED INSURANCE PRODUCTS]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-02-21

S63 Uniform Securities Agent State Law Examination

2001-02-21

Designations

Chartered Financial Consultant

View on SEC IAPD