Robert Palumbo
Robert Palumbo is a registered investment advisor at Eagle Strategies LLC, based in New York, NY, with 8 years of industry experience. Robert 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
1 World Trade Center, 285 Fulton Street, 39th Floor, New York, NY, 10007
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2024Financial
December 2020Other Business ActivitiesSells Insurance
Robert is involved in insurance brokering since October 2024, working with outside carriers to broker non-registered products. This activity requires minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
First Republic Securities Company, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.