Roger Americo Silvera

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → Present
  New York Life Insurance Co.
  Tampa, FL
• 10/2016 → 10/2016
  Book - Cash Slow 2 Cash Flow: Demystifying The World Of Personal
  Wesley Chapel, FL
• 12/2016 → 09/2018
  Transamerica Financial Advisors, Inc
  Tampa, FL
• 11/2015 → 09/2018
  World Financial Group, Inc.
  Tampa, FL
• 01/2000 → 12/2016
  Llwp Wealth Partners, Inc.
  Wesley Chapel, FL
• 08/2018 → 04/2020
  Massmutual
  Tampa, FL
• 09/2018 → 04/2020
  Mml Investors Services
  Tampa, FL
• 06/2020 → Present
  Nylife Securities Llc
  Tampa, FL
• 09/2020 → Present
  Compass Financial Pathways Llc
  Tampa, FL
• 02/2025 → Present
  Eagle Strategies Llc
  Tampa, FL

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 18307 ELMHURST LANE TAMPA, FL 33647; Commissions; Start 04/2019; 10 hours per month, 10 during securities trading hours; insurance related] [OPERATING UNDER THE DBA NAME OF COMPASS FINANCIAL PATHWAYS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TAMPA, FL; START DATE: 09/2020][The Institute for Generational Healing; nonprofit organization being founded to advance generational healing in communities of color through culturally grounded research, accessible education and transformative community based healing experiences; 20011 Oakflower Ave Tampa FL 33647; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; treasurer]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-31
• S63 Uniform Securities Agent State Law Examination
  2017-06-09

Other Names

• Roger Americo Silvera
• Roger A Silvera
• Roger Silvera