Robert Irwin Spak

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

• 06/1980 → Present
  New York Life Insurance Company
  New York, NY
• 08/1982 → Present
  Nylife Securities Llc
  Ft Lauderdale, FL
• 08/2006 → Present
  R.I.S. Insurance Inc.
  Cooper City, FL
• 09/2008 → 07/2022
  Spak Financial Services
  Cooper City, FL
• 04/2020 → Present
  The Bridge Group, Inc.
  Boca Raton, FL

Other Businesses

[R.I.S. INSURANCE INC; 12200 GARDEN DRIVE, COOPER CITY, FL 33026; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS ; PRESIDENT OF R. I. S. INSURANCE INC.; INCORPORATED ON FEBRUARY 3, 1984 ; 20 HOURS PER MONTH ; SALES AND SERVICE OF GROUP MEDICAL, DENTAL, DISABILITY AND LIFE INSURANCE PRODUCTS.] [Aspen Insurance Holdings Limited; passive investor; start date 10/2016; held in Trust account through Morgan Stanley] {AT&T Preferred Stock; passive investor; investment related; start date 10/2017; Held in Morgan Stanley Trust Accounts- [ACCOUNT NO.], [ACCOUNT NO.] [ACCOUNT NO.] [ACCOUNT NO.]] [Vornado Realty Trust 5.25% Series M Cumulative Redeemable Preferred Shares; Held in Morgan Stanley Trust Account [ACCOUNT NO.]; passive investor; investment related; start date 12/2017] [OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 04/2020] [Jewish Association for Residential Care (JARC); Housing and training for developmentally challenged individuals; 21160 95th Avenue S, Boca Raton, FL 33428; Start Date 08/2020; Role/Title: Member; Not Investment Related; 15 hours per month; 10 hours per month during securities trading hours;Member of the finance committee. one of 10 members of the finance committee that work on establishing the budget and recommending how funds for the organization should be used to benefit and protect the residents]

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-06-26

Designations

• Chartered Financial Consultant