Adviser and broker representative · Eagle Strategies LLC
Robert I. Spak
CRD 1154882 · Boca Raton, FL
At a glance
Robert I. Spak is an investment adviser representative with Eagle Strategies LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2003, about 22 years ago. Robert is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Eagle Strategies LLCSince November 2003Boca Raton, FL · $32B in regulatory assets
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.