Mathew StewardCRD 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.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|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|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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