Mathew Steward, financial advisor Tampa FL
93 score

Mathew Steward

CRD Number: 5423748
Current Firm: Eagle Strategies LLC

Mathew Steward (CRD# 5423748) is an Investment Advisor Representative working at Eagle Strategies LLC in Tampa, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Stewardship Financial Group, Inc. Tampa, FL Jul 2014 - Current 2
Eagle Strategies LLC Tampa, FL Jan 2014 - Current 2
Nylife Securities LLC Denver, CO May 2009 - Current 7
New York Life Insurance Company Denver, CO Apr 2009 - Current 7
T Rowe Price Investment Services Inc. Colorado Springs, CO May 2008 - Mar 2009 < 1
T. Rowe Price Tampa, FL Sep 2007 - May 2008 < 1
Tech Tampa, FL Jan 2007 - Mar 2008 1
Maggiano's Tampa, FL Jan 2007 - Jul 2007 < 1
Aabsolute Mortgage Tallahassee, FL Oct 2005 - Jan 2007 1
Food Glorious Food Tallahassee, FL Oct 2006 - Dec 2006 < 1
Ford - All American Tallahassee, FL Sep 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Mathew L. Steward
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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