Robin Sue Badanes

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

• 12/1990 → Present
  New York Life Insurance Company
  New York, NY
• 01/1991 → Present
  Nylife Securities Inc.
  New York, NY
• 01/2009 → Present
  Eagle Strategies Llc
  New York, NY
• 11/2009 → 07/2019
  Badanes Financial Associates
  New York, NY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS INSURANCE CRRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 2/2002][220 East 57 Street, Coop; It is coop in Manhattan; 220 East 57 St, New NY 10022; Start Date 06/2026; Role/Title: President; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; board member]

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-11-18

Designations

• Certified Financial Planner