Guzman Castro
Guzman Castro is a registered investment advisor at Eagle Strategies LLC, based in Jacksonville Beach, FL, with 10 years of industry experience. Guzman 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
482 Jacsonville Drive, Jacksonville Beach, FL, 32250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Guzman is a consultant for International Bonded Export Service Corporation, operating under the DBA name of Wahby Financial Group, LLC for selling New York Life products, and an independent contractor for insurance brokering. He also volunteers on the Finance Committee for The Discovery School and is a board member for Beaches Town Center Agency.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
State Registrations9 states
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