Robert Theisen

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

• 07/2013 → Present
  Nylife Securities Llc
  Bala Cynwyd, PA
• 02/2013 → Present
  New York Life Insurance Company
  Bala Cynwyd, PA
• 04/2011 → Present
  Strayer University
  Piscataway Township, NJ
• 08/2018 → 01/2021
  Basd Jh East Soccer
  Gilbertsville, PA
• 11/2024 → Present
  Eagle Strategies Llc
  Gilbertsville, PA

Other Businesses

[United Way of Boyertown; To improve lives by mobilizing the caring power of our community.; P.O. Box 213, Boyertown, PA 19512; Start Date 10/2014; Role/Title: Officer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; 125 Chalet Rd., Gilbertsville, PA 19525; Start Date 12/2018; 8 hours per month; 8 hours per month during securities trading hours] [Perkiomen School; Volunteer to support student activities and faculty; 200 Seminary Street, Pennsburg, PA 18073; Start Date 01/2024; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 4 hours per month during securities trading hours; support students with transportation, shopping, and challenges of living away from home. Assist faculty with on campus activities] [Boyertown Area Historical Society; Board member and volunteer for local historical society; 43 S Chestnut St, Boyertown, PA 19512; Start Date 04/2023; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Board member participating in the administrative and organization decision making] [Salvation Army of Boyertown ; Volunteer. To improve lives by mobilizing the caring power of our community and meeting human needs wherever, whenever, and however we can.; 409 S Reading Ave, Boyertown, PA 19512; Start Date 01/2023; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 2 hours per month during securities trading hours; help with food pantry and lunch programs as well as back to school back pack and supply operations][Perkiomen School Campaign Committee; Committee member for the Perkiomen School Fundraising Committee; 200 Seminary St, Pennsburg, PA 18073; Start Date 11/2024; Role/Title: Board Member; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; Board meetings, generating and implementation of fundraising ideas]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-19
• S63 Uniform Securities Agent State Law Examination
  2015-11-30

Other Names

• Robert A Theisen
• Robert Theisen
• Robert A Theisen
• Robert Alan Theisen