This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EAGLE STRATEGIES LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Dec 29, 2017

First registration

Feb 15, 2023

Dual registered

yes, broker-dealer

Other names

Robert A Palumbo|Rob Palumbo|Robert Alexander Palumbo|ROBERT PALUMBO

IAPD individual key

6587740

• Occurred

  Oct 11, 2024
  Advisor changed firm

  Robert Alexander Palumbo left Fidelity Personal And Workplace Advisors for Eagle Strategies Llc (registered 2025-01-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:07164e47-a8b9-a7fc-e41a-22dd73da004e

First observed

Feb 15, 2023

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.