EAGLE STEWARD WEALTH MANAGEMENT LLC
CRD #135129 SEC #801-64196 NEWARK, NY 585-218-9860
SEC Registered
Total AUM
$50.3M
Discretionary
$50.3M
Employees
5
Clients
0
Accounts
740
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TATRO, WILLIAM, LEWIS | I | PRESIDENT/MANAGING MEMBER | E | Control |
| TATRO, WILLIAM, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TATRO, WILLIAM, LEWIS | I | PRESIDENT/MANAGING MEMBER | E | Control |
| TATRO, WILLIAM, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TATRO, WILLIAM, LEWIS | I | PRESIDENT/MANAGING MEMBER | E | Control |
| TATRO, WILLIAM, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TATRO, WILLIAM, LEWIS | I | PRESIDENT/MANAGING MEMBER | E | Control |
| TATRO, WILLIAM, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TATRO, WILLIAM, LEWIS | I | PRESIDENT/MANAGING MEMBER | E | Control |
| TATRO, WILLIAM, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TATRO, WILLIAM, LEWIS | I | PRESIDENT/MANAGING MEMBER | E | Control |
| TATRO, WILLIAM, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TATRO, WILLIAM, LEWIS | I | PRESIDENT/MANAGING MEMBER | E | Control |
| TATRO, WILLIAM, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TATRO, WILLIAM, LEWIS | I | PRESIDENT/MANAGING MEMBER | E | Control |
| TATRO, WILLIAM, LEWIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2009 REGISTERED
Notice Filings (4)
AZ FL GA NY
Address
2084 HYDESVILLE ROADSUITE 3
NEWARK, NY 14513
United States
Phone: 585-218-9860