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Yudit Silveira

Eagle Strategies LLC

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About Yudit Silveira

Yudit Silveira is an Investment Advisor Representative with Eagle Strategies LLC. Yudit is registered with the state of Florida and is actively licensed in both Texas and Florida. Yudit has been in the industry since 2014, holding various roles in the industry before joining Eagle Strategies LLC. Yudit specializes in providing financial planning, pension consulting, and educational seminars. Yudit also manages portfolios for individuals and publishes periodicals. Yudit's experience and expertise make them a valuable asset to the Eagle Strategies LLC team.

Firm Information

Yudit Silveira is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

5805 BLUE LAGOON DRIVE

MIAMI, FL 33126

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yudit Silveira’s Registration & Firm History

FL

09/18/2024 - Present

Eagle Strategies LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 3/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/9/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yudit Silveira.
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