Robert Alan Engler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1995 → 01/2025
  Weinstein Engler Cpas Pc
  Boca Raton, FL
• 02/2012 → 11/2016
  Axa Advisors, Llc
  Boca Raton, FL
• 10/2018 → Present
  Nylife Securities Llc
  Sunrise, FL
• 10/2018 → Present
  New York Life Insurance Company
  Sunrise, FL
• 06/2018 → Present
  The Rae Group Insurance Services
  Boca Raton, FL
• 11/2018 → Present
  Eagle Strategies Llc
  Sunrise, FL
• 02/1995 → Present
  Galleros Robinson, Cpa's Llp
  Boca Raton, FL

Previous Registrations

• 2012-06-06 → 2016-11-30
  Equitable Advisors, Llc
  Miami, FL
  Boca Raton, FL

Other Businesses

[Congress Realty Holdings LLC; 7805 NW Beacon Square Blvd Ste 203, Boca Raton, FL 33487; non-investment related; nature: entity owns office condo; start date; 04/2008; Role: Member; 1 gr p/nth devoted to this activity, 1 p/mth devoted during securities trading hours; duties; managing member bills, collect rents] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 7805 nw beacon square blvd-ste 203, Boca Raton, Fl 33487; Commissions; 5 hours per month] [The Rae Group Insurance Services, LLC; 805 NW Beacon Square Blvd Ste 203, Boca Raton, FL 33487; non-investment; nature of business: insurance broker; start date: 06/2018; Owner; duties: insurance brokering and sales] [Pretty In Paper, LLC; Full service custom invitation company; 7805 NW Beacon Square Blvd, Suite 203, Boca Raton, FL 33487; Start Date 05/2006; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; help with bookkeeping and taxes][Galleros Robinson, CPA's LLP; accounting firm; 7805 NW Beacon Square Blvd-Ste 203, Boca Raton, FL 33487; Start Date 02/1995; Role/Title: Owner; Not Investment Related; 100 hours per month; 85 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2012-06-01

Other Names

• Robert Alan Engler