AR
Adam G. Robinson
EAGLE STRATEGIES LLC
NORTHAMPTON, MA 01060
Some features on this profile are disabled
CRD#: 4512216
AR
Professional summary
Adam Glen Robinson, CFP® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Northampton, Massachusetts and NYLIFE SECURITIES LLC located in South Deerfield, Massachusetts.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Adam has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 5/2011] [OPERATING UNDER THE DBA NAME OF OSTBERG & ASSOCIATES FINANCIAL SERVICES AND INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SO. NORTHHAMPTON MA; START DATE: 7/2011] [DBA OSTBERG & ASSOCIATES FINANCIAL SERVICES AND INSURANCE, TO BE USED FOR SALES OF ALL PRODUCTS; START DATE 7/2011; INVESTMENT RELATED] [Ostberg & Associates Enterprise, LLC; Myself and three other NYL agents from our DBA purchased a unit in our building for investment purposes. The current tenants are other NYL agents.; 351 Pleasant Street Unit D, Northampton, MA 01060; Start Date 01/2019; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hour [Greenfield/Northampton Cooperative Bank; Corporator for Greenfield/Northampton Cooperative Bank. Community Bank; P.O. Box 1345, Greenfield, MA 01302-1345; Start Date 07/2021; Role/Title: Corporator; Investment Related; 0 hours per month; 0 hours per month during securities trading hours;Attend annual meeting] [OPERATING UNDER THE DBA NAME OF CROSSMAN FINANCIAL SERVICES AND INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SO. DEERFIELD, MA; START DATE: 02/2021]
CRS (Client Relationship Summary) - RIA
Click below to view Adam Glen Robinson'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®
CFP®
Start date: 2007
Experience
Current
June 21, 2011 - Present
EAGLE STRATEGIES LLC
Office #1: 351 Pleasant Street Suite D, Northampton, MA 01060Office #2: 235 Greenfield Road, South Deerfield, MA 01373RIA
CRD#: 110826
NORTHAMPTON, MA
Current
June 7, 2011 - Present
NYLIFE SECURITIES LLC
Office #1: 235 Greenfield Road, South Deerfield, MA 01373Office #2: 351 Pleasant Street Suite D, Northampton, MA 01060BD
CRD#: 5167
South Deerfield, MA
Past
March 31, 2004 - May 12, 2011
SENTINEL PENSION ADVISORS, LLC.
RIA
CRD#: 109901
WAKEFIELD, MA
Past
April 9, 2002 - May 11, 2011
SENTINEL SECURITIES, LLC.
BD
CRD#: 110942
READING, MA
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
Arizona(9/9/2015)
RR
California(7/26/2018)
RR
Colorado(2/2/2016)
RR
Connecticut(6/7/2011)
IAR
Connecticut(6/21/2011)
RR
District of Columbia(5/21/2021)
RR
Florida(5/1/2018)
RR
Georgia(9/13/2019)
RR
Hawaii(4/9/2020)
RR
Maine(7/8/2016)
RR
Maryland(10/7/2015)
RR
Massachusetts(6/7/2011)
IAR
Massachusetts(6/23/2011)
RR
Michigan(2/6/2013)
RR
New Hampshire(6/21/2011)
RR
New Jersey(10/24/2019)
RR
New York(7/19/2011)
RR
North Carolina(3/22/2018)
RR
Oklahoma(4/11/2022)
RR
Oregon(5/6/2016)
RR
Pennsylvania(6/27/2017)
RR
Rhode Island(1/6/2023)
RR
South Carolina(6/9/2017)
RR
South Dakota(5/6/2016)
RR
Texas(10/9/2024)
IAR
Texas(10/10/2024)
RR
Utah(1/19/2022)
RR
Vermont(1/6/2022)
RR
Virginia(2/1/2024)
RR
Washington(2/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
