Matthew C Stewart

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

• 07/2013 → Present
  Nylife Securities Llc
  Las Vegas, NV
• 12/2012 → Present
  New York Life Insurance
  Las Vegas, NV
• 01/2021 → Present
  Eagle Strategies Llc
  Sandy, UT

Other Businesses

[Promissory Note - Element Solar LLC; I would be lending $250k as a short term note (7-30 days) to Element Solar LLC.; 3542 Via Sudeste Way South Jordan, UT 84095; Start Date 04/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect monies due] [Rental Property; St. George Rental property. This is a rental property i am looking to buy and invest in; 692 E. Raintree Way Unit B Washington, Ut 84780; Start Date 01/2023; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; I am a passive owner]

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21
• S63 Uniform Securities Agent State Law Examination
  2013-10-11

Other Names

• Matthew Stewart