RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Eileen Carney Ybanez
- Title
- Director of Client Servicesreportedcoylecap.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Coyle Capital, LLC independent RIA currentsince Jun 16, 2021 · Lakeway, Tx
- Brookstone Wealth Advisors, LLC no RAUMOct 28, 2019 to Aug 25, 2021 · Jacksonville, Fl
- Securian Financial Services, Inc. formerAug 11, 2017 to Nov 14, 2017 · Jacksonville, Fl
- Valic Financial Advisors, Inc. BD affiliatedApr 23, 2015 to Jul 6, 2017 · Jacksonville, Fl
- Brookstone Wealth Advisors, LLC to Coyle Capital, LLCleft Aug 25, 2021, registered Jun 16, 2021 (-70 days) · RIA to RIA
- Securian Financial Services, Inc. to Brookstone Wealth Advisors, LLCleft Nov 14, 2017, registered Oct 28, 2019 (713 days) · Other
- Valic Financial Advisors, Inc. to Securian Financial Services, Inc.left Jul 6, 2017, registered Aug 11, 2017 (36 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address