Sylvestre Beltran
Sylvestre Beltran is a registered investment advisor at Eagle Strategies LLC, based in Palm Desert, CA, with 10 years of industry experience. Sylvestre 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Palm Desert, CA
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Regulatory History (1)
Regulatory
June 2013Other Business ActivitiesSells Insurance
Sylvestre works as an insurance broker, appointed with outside carriers to broker non-registered products since March 2024. This activity takes a few hours per week, including time during securities trading hours, to assist clients with insurance options not provided by New York Life.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations7 states
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.