GC
ChFC
GC
ChFC
Guillermo Cintron
23 Years of Experience
El Paso, TX
3 DisclosuresBroker
Guillermo Cintron is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in El Paso, TX, with 23 years of industry experience. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Loading...
Location
El Paso, TX
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2013Denied
Customer Dispute
November 2004Settled
Criminal
October 1990Final Disposition
Employment History
Current Registrations
Eagle Strategies LLC
October 2024 - Present · 1 yr 9 mos
Nylife Securities LLC
March 2002 - Present · 24 yrs 4 mos
Nylife Securities LLCBroker
March 2002 - Present · 24 yrs 4 mos
State Registrations3 states
NMNYTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.