Eileen C. Ybanez

COYLE CAPITAL

Jacksonville, FL 32224

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CRD#: 4349434

Professional summary

Eileen Carney Ybanez, who also goes by Eileen Taylor, is a registered financial advisor currently at COYLE CAPITAL, LLC located in Jacksonville, Florida.

Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Eileen has worked at 6 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eileen Taylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WOLF RETIREMENT NAVIGATION; INVESTMENT RELATED; 4230 PABLO PROFESSIONAL CT, STE 101, JACKSONVILLE FL 32224; INVESTMENT ADVISORY AND INSURANCE; DIRECTOR OF CUSTOMER SERVICE; STARTED 11/2017; 160 HOURS/MONTH DEVOTED; 160 HOURS/MONTH DEVOTED; OFFER INVESTMENT ADVISORY SERVICES AND INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eileen Carney Ybanez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 16, 2021 - Present

COYLE CAPITAL, LLC

Office #1: 4230 Pablo Professional Ct Suite 101, Jacksonville, FL 32224

RIA

CRD#: 173822

Jacksonville, FL

Past

October 28, 2019 - August 25, 2021

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

JACKSONVILLE, FL

Past

August 11, 2017 - November 14, 2017

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Jacksonville, FL

Past

July 12, 2017 - November 14, 2017

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Jacksonville, FL

Past

April 23, 2015 - July 6, 2017

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

JACKSONVILLE, FL

Past

July 31, 2014 - July 6, 2017

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

JACKSONVILLE, FL

Past

June 30, 2008 - October 11, 2013

OSAIC FA, INC.

CRD#: 3978

JACKSONVILLE, FL

Past

March 22, 2001 - November 12, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COYLE CAPITAL, LLC

1626 WEALTH MANAGEMENT & RETIREMENT PLANNING | WOLF RETIREMENT NAVIGATION | WHITE, BRANDON E | COYLE CAPITAL, LLC | B&D WHITE CAPITAL COMPANY, LLC

CRD#: 173822 / SEC#: 801-116701

RIA

Registered Investment Advisory firm - (5/28/2019 Approved)

California

Registered Investment Advisory firm - (6/30/2019 Terminated)

Illinois

Registered Investment Advisory firm - (5/28/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/31/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/21/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/4/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/28/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COYLE CAPITAL, LLC

1626 WEALTH MANAGEMENT & RETIREMENT PLANNING | WOLF RETIREMENT NAVIGATION | WHITE, BRANDON E | COYLE CAPITAL, LLC | B&D WHITE CAPITAL COMPANY, LLC

CRD#: 173822 / SEC#: 801-116701

RIA

Registered Investment Advisory firm - (5/28/2019 Approved)

California

Registered Investment Advisory firm - (6/30/2019 Terminated)

Illinois

Registered Investment Advisory firm - (5/28/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/31/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/31/2019 Terminated)

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Contact information

Main Address

2802 Flintrock Trace Suite B109, Lakeway, TX 78738

Mailing Address

Phone number

(512) 522-9043

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	733
AUM (Assets Under Management)	$ 800,453,182

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eileen C. Ybanez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eileen Carney Ybanez's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

OSAIC FA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COYLE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/31/2017

Series 65

Date: 4/21/2015

Series 66

Date: 4/4/2001

SIE

Date: 11/14/2017

Series 7

Date: 7/22/2017

Series 6

Date: 6/28/2008

Current Firm

COYLE CAPITAL, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COYLE CAPITAL, LLC

TRUST BUT VERIFY

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