RW
Robin M. Wahby
EAGLE STRATEGIES LLC
JACKSONVILLE BEACH, FL 32250
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CRD#: 2107629
RW
Professional summary
Robin Michelle Wahby, CLU®, who also goes by Robin Michelle Griswold, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Jacksonville Beach, Florida and NYLIFE SECURITIES LLC located in Jacksonville Beach, Florida.
Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Robin has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 22 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robin Michelle Griswold
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 482 Jacksonville Drive, Jacksonville Beach, Florida 32250; start date 02/2014; 20 hours per month; investment related] [LFE GROWTH FUND, III L.P.; GROWTH -INVESTS IN WOMEN OWNED BUSINESS OWNERS.; LFE CAPITAL 60 SOUTH SIXTH STREE SUITE 2320; START DATE 12/2013; ROLE/TITLE: INVESTOR; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF WAHBY FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: JACKSONVILLE BEACH, FL; START DATE: 03/2014] [Sabal Palm Inn; Rental property; 115 5th Avenue South in Jax Beach; Start Date 04/2023; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company; Reinsuring the life insurance that I write with NYL; 51 Madison Avenue, New York, NY 10010; Start Date 10/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Judith C. Foist Revocable Living Trust; 4300 South Beach Pkwy, Unit 3113, Ponte Vedra Florida 32082; Start Date 05/2020; Role/Title: trustee; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Mia Rose Holdings LLC; they develop multifamily housing developments; 7 Baxter Lane, Chesterfield, MO 63017; Start Date 06/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Bear Properties, LLC; LLC to hold mobile home for disabled uncle; 482 Jacksonville Drive, Jacksonville BeachFL; Start Date 08/2023; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; LLC to hold mobile home for disabled uncle] [The Icemen Hockey Team; minor league hockey team; 3605 Philips Highway, Jacksonville Florida 32205; Start Date 10/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [The Ghost Pirates; minor league hockey team in Savannah; 3605 Philips Highway, Jacksonville Florida; Start Date 10/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours;] [Ghost Pirates Ice, LLC; Ghost Pirates Ice Cove facility in Savannah, Georgia for $26,000,000. ; 3605 Philips Highway, Jacksonville, Florida, 32205; Start Date 10/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [SYA Baseball LLC; Atlantic League of Professional Baseball. ; 3605 Philips Highway, Jacksonville Florida 32207; Start Date 01/2024; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][ANGELWOOD; a non-profit that helps developmentally disabled children; 9100 Regency Square Blvd N, Jacksonville, Fl 32211; Start Date 11/2024; Role/Title: Emeritus; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; emeritus member- finance committee-Development Committee Chair][Leadership Launch Group LLC; buy shares into Mona Media Group. MMG is a film producer; 4320 Deerwood Lake Parkway, #136; Jacksonville, Florida 32216; Start Date 06/2024; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Mona Media Group LLC; history of the world and the DaVinci Code with clues given by Michelangelo. ; 4320 Deerwood Lake Parkway, #136 Jacksonville Florida 32216; Start Date 06/2025; Role/Title: Investor; Not Investment Related; 0 hour
CRS (Client Relationship Summary) - RIA
Click below to view Robin Michelle Wahby's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 5, 2005 - Present
EAGLE STRATEGIES LLC
Office #1: 482 Jacksonville Drive, Jacksonville Beach, FL 32250RIA
CRD#: 110826
JACKSONVILLE BEACH, FL
Current
November 19, 1990 - Present
NYLIFE SECURITIES LLC
BD
CRD#: 5167
JACKSONVILLE BEACH, FL
Past
July 27, 2005 - August 3, 2005
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
JACKSONVILLE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/16/2018)
RR
Arizona(6/13/2025)
RR
California(6/12/2019)
RR
Colorado(8/30/2016)
RR
Delaware(12/19/2024)
RR
District of Columbia(2/8/2019)
RR
Florida(2/25/1992)
IAR
Florida(8/5/2005)
RR
Georgia(8/30/2016)
RR
Illinois(6/13/2016)
RR
Indiana(7/7/2021)
RR
Maine(7/21/2021)
RR
Maryland(7/29/2014)
RR
Massachusetts(7/7/2020)
RR
Mississippi(6/20/2025)
RR
Missouri(1/8/2018)
RR
New York(6/6/2014)
RR
North Carolina(8/23/2017)
RR
Ohio(5/27/2022)
RR
Pennsylvania(1/24/2017)
RR
South Carolina(6/14/2018)
RR
Tennessee(6/12/2019)
RR
Virginia(5/9/2018)
RR
Washington(11/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Jacksonville Beach, FL 32250TRUST BUT VERIFY
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