RH
Robert T. Hassler
EAGLE STRATEGIES LLC
HARRISBURG, PA 17110
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CRD#: 5428102
RH
Professional summary
Robert T Hassler is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Harrisburg, Pennsylvania and NYLIFE SECURITIES LLC located in Camp Hill, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Robert has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE 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.
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; COMPENSATION: COMMISSION; INVESTMENT RELATED] [MESSIAH UNITED METHODIST CHURCH; NON PROFIT ORGANIZATION; ENDOWMENT FUND COMMITTEE; 1300 NORTH BEAVER ST YORK PA 17404; START DATE 05/2015; ROLE/TITLE: VOLUNTEER, CHAIR OF THE ENDOWMENT FUND; INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE][Red Land Girls Basketball Boosters; Girls High School Basketball Booster Club-at large member; 507 Fishing Creek Rd. New Cumberland Pa 17070; Start Date 06/2025; Role/Title: Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours][Red Land High School Soccer Boosters; booster club high school soccer team. At large member; 560 Fishing Creek Road, Lewisberry Pa 17339; Start Date 06/2025; Role/Title: At large member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Robert T Hassler'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®
NoneExperience
Current
July 17, 2020 - Present
EAGLE STRATEGIES LLC
Office #1: 3401 N Front Street, Harrisburg, PA 17110RIA
CRD#: 110826
HARRISBURG, PA
Current
September 6, 2010 - Present
NYLIFE SECURITIES LLC
Office #1: 300 Corporate Center Drive Suite 302, Camp Hill, PA 17011BD
CRD#: 5167
Camp Hill, PA
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
Delaware(7/15/2019)
RR
Florida(5/4/2023)
RR
Georgia(5/4/2023)
RR
Maryland(6/8/2016)
RR
Pennsylvania(10/1/2010)
IAR
Pennsylvania(7/17/2020)
RR
Texas(1/14/2021)
IAR
Texas(1/20/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2019
General Securities Representative ExaminationGeneral 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
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
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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Harrisburg, PA 17110TRUST BUT VERIFY
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