Joel
Sylvain

Eagle Strategies LLC

CRD#6446866
Investment Advisor
in Tampa, FL

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About this Advisor

Joel Sylvain is a financial advisor who works in Tampa, Florida who has 1 year of industry experience. Sylvain is an employee of Eagle Strategies LLC. Over the course of their career, they have held roles at Hilton Reservations, Usaa, Usaa Financial Advisors, Inc, Centurion Compounding, Sports Entertainment Partners, Usaa Financial Planning Services, 5Linx, Maxamillion Enterprises, Usaa Investment Management Company, New York Life Insurance Co, Nylife Securities LLC and Eagle Strategies LLC. Sylvain has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Florida and Texas. Eagle Strategies LLC is an advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 employees. It oversees $17 billion in total assets between its 87,580 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 175 charities and foundations. Of its 87,580 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Eagle Strategies LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually depend on the financial services. Fees charged by Eagle Strategies LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3000 Bayport Drive Suite 1100
Tampa, FL 33607

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

FL Average: $7,464,549,021
Total Number of Employees

2,392

FL Average: 88
Total Number of Accounts

87,580

FL Average: 3,892
Average Account Size

$190,309

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joel Sylvain Work History

Joel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

New York Life Insurance Co

2022 - Present (2 years)

Nylife Securities LLC

2022 - Present (2 years)

Eagle Strategies LLC

2018 - 2022 (4 years)

Usaa Investment Management Company

2016 - 2022 (6 years)

Maxamillion Enterprises

2015 - 2022 (7 years)

Usaa Financial Advisors, Inc

2015 - 2015 (< 1 year)

Centurion Compounding

2015 - 2022 (7 years)

Usaa Financial Planning Services

2015 - 2021 (6 years)

5Linx

2012 - 2019 (7 years)

Hilton Reservations

2012 - 2015 (3 years)

Usaa

2009 - 2022 (13 years)

Sports Entertainment Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joel Sylvain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Kyoung Lee
Fairfax, VA
Justin Lindahl
Madison, CT
Christopher Mcdonald
Chicago, IL
Bradley Brodersen
Lincoln, NE
Jaclyn Magbitang
San Mateo, CA
Zuzana Ambrova
Matthews, NC
Thuan Pham
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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