Robin Wahby
Robin Wahby is a registered investment advisor at Eagle Strategies LLC, based in Jacksonville Beach, FL, with 35 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
482 Jacksonville Drive, Jacksonville Beach, FL, 32250
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Robin brokers non-registered insurance products and operates under the DBA Wahby Financial Group LLC to sell New York Life products and services. Robin also has several investments in real estate and sports teams, and is a shareholder in NYLARC Holding Company.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Eagle Strategies CORP
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.