Mathew
Steward
Eagle Strategies LLC
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About this Advisor
Mathew Steward is a financial advisor based in Tampa, Florida, working with Eagle Strategies LLC. Mathew has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, and Stewardship Financial Group, Inc. Mathew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Mathew is part of Eagle Strategies LLC, which operates out of Tampa, Florida. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
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
Mathew Steward Work History
Eagle Strategies LLC
Stewardship Financial Group, Inc
Nylife Securities LLC
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Mathew Steward 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
Fremont, CA
Pittsburgh, PA
Pensacola, FL
Gillette, WY
Newport Beach, CA
Renton, WA
Oklahoma City, OK
Glendale, CA
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