CR
C S. Rassler
EAGLE STRATEGIES LLC
WESTON, FL 33327
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CRD#: 838660
CR
Professional summary
C Scott Rassler is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Weston, Florida and NYLIFE SECURITIES LLC located in Weston, Florida.
C is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. C has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 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 SEVERAL CARRIES FOR THE PURPOSE OF SELLING NON-NYL REG PRODUCTS; INVESTMENT RELATED- UNDER DBA MAHONEY FINANCIAL ORGANIZATION LLC] [JUNIOR ACHIEVEMENT OF S. FL; BOARDMEMBER; NON INVESTMENT RELATED; START DATE 11/2009] [PAUL L. RODENSKY FOUNDATION FOR THE ARTS INC; board member; non investment related; start date 10/2009] [LOVEWELL INSTITUTE FOR THE CREATIVE ARTS; BOARD MEMBER; NON INVESTMENT RELATED; START DATE 10/2009]] [OPERATING UNDER THE DBA NAME OF RASSLER FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: SUNRISE, FL; START DATE: 07/2013] [NOVA SOUTHEASTERN UNIVERSITY; PRIVATE, NOT FOR PROFIT UNIVERSITY; 3301 COLLEGE AVE, FORT LAUDERDALE, FL, 33314; START DATE 11/2011; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 20 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [The Creative Learning Center, LLC; Promotes social and emotional experiential learning opportunities for students; 1000 W. McNab Rd., #320, Pompano Beach, FL 33069; Start Date 10/2015; Role/Title: Owner; Not Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with NYLife.; 51 Madison Ave, NY, NY 10010; Start Date 08/2014; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours;passive investor] [OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC.FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 04/2022] [Family Wealth Counselors, Inc. - Dormant; This is an entityI created back when I used to do fee-based estate planning as an independent RIA. It is now dormant. I just pay the annual Florida filing fee to retain ownership of the name.; 138 Dockside Terrace, Weston, FL 33327; Start Date 08/1996; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Weston Bar Association; An association of attorneys, business and community leaders organized to promote the common business interests, public perception and reputation of attorneys practicing or residing in or around the City of Weston, Florida.; 1792 Bell Tower Lane, Weston, FL 33326; Start Date 11/2017; Role/Title: Board Member; Not Investment Related; 16 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES ; INVESTMENT RELATED; ASSOCIATE; WESTON FL; START DATE: 03/2025]
CRS (Client Relationship Summary) - RIA
Click below to view C Scott Rassler'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
April 5, 2012 - Present
EAGLE STRATEGIES LLC
Office #1: 138 Dockside Terrace, Weston, FL 33327Office #2: 2500 North Military Trail Suite 300, Boca Raton, FL 33431RIA
CRD#: 110826
WESTON, FL
Current
December 3, 2009 - Present
NYLIFE SECURITIES LLC
Office #2: 2500 North Military Trail Suite 300, Boca Raton, FL 33431BD
CRD#: 5167
WESTON, FL
Past
January 29, 1997 - November 19, 2008
FAMILY WEALTH COUNSELORS, INC.
RIA
CRD#: 126098
FORT LAUDERDALE, FL
Past
March 25, 1991 - October 27, 2009
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
FT LAUDERDALE, FL
Past
August 10, 1988 - October 27, 2009
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FT LAUDERDALE, FL
Past
December 4, 1987 - September 19, 1988
OCNAYR
BD
CRD#: 13790
FT. LAUDERDALE, FL
Past
February 18, 1982 - November 25, 1985
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Past
June 9, 1977 - November 26, 1985
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
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(7/8/2021)
RR
California(12/3/2009)
RR
Florida(12/3/2009)
IAR
Florida(4/5/2012)
RR
Georgia(11/8/2024)
RR
Illinois(4/22/2025)
RR
Michigan(7/29/2020)
RR
Nevada(1/2/2020)
RR
New Jersey(7/25/2024)
RR
New York(1/11/2024)
RR
North Carolina(1/6/2011)
RR
Pennsylvania(11/22/2022)
RR
Tennessee(11/23/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/3/1977
Registered Representative ExaminationSRO 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#: 110826Weston, FL 33327TRUST BUT VERIFY
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