Robert John Ahearn

Financial advisor at Eagle Strategies LLC · Addison, TX

Last updated 2026-10-10

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Robert John Ahearn is a financial advisor at Eagle Strategies LLC in Addison, TX, CRD 4505056. Licenses and exams on the registration: Series 66. IAPD registration began 2005-11-14.

Registration

CRD number
4505056
Registration status
Active
IAPD registration
2005-11-14
Industry Experience
20 years
Work Experience
10 years
States registered
TX

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2016-02 to Present · New York Life Insurance Co · Addison, TX
  • 2016-10 to Present · Nylife Securities LLC · Addison, TX
  • 2017-01 to Present · Eagle Strategies LLC · Addison, TX

Current employment

SEC IAPD record for Robert John Ahearn

Eagle Strategies LLC

Regulatory AUM
$32,040,850,438
Registered advisors
2,496
Offices
1,521
Clients per advisor
53.6 (Low)
Average AUM per client
$239.3K (Low)
High-net-worth client ratio
20.3% (Moderate)

Eagle Strategies LLC: advisors, services and reported ETF investments

About

Robert John Ahearn is a CFP® financial advisor at Eagle Strategies LLC in Addison, TX. Reported securities licenses include Series 66. The latest record indicates 20 years of industry experience and 10 years of reported work history. Reported roles include Nylife Securities LLC, New York Life Insurance Co.

Eagle Strategies LLC's firm-level Form ADV reports 2,496 advisors across 1,521 offices; approximately 53.6 clients per advisor, average assets per client of $239,289, and regulatory AUM of $32B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Publication of Periodicals or Newsletters.

PortfolioFuture's firm-level 13F analysis covers $835.1M across 166 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert John Ahearn personally.

Reported ETF positions

Eagle Strategies reports 166 ETF positions worth $835.1M on Form 13F; the largest are listed.

Largest ETF positions reported by Eagle Strategies
FundReported value
SPYM — State Street SPDR Portfolio S&P 500 ETF$67.3M
FNDX — Schwab Fundamental U.S. Large Company ETF$56.4M
VUG — Vanguard Morningstar Growth ETF$44.9M
VEA — Vanguard FTSE Developed Markets ETF$37.5M
VO — Vanguard Morningstar Mid-Cap ETF$35.6M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Eagle Strategies LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

15305 Dallas Parkway, Addison, TX 75001

4 advisors at this office.

Eagle Strategies office in Addison, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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