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Delickson Souffrant

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Chiefland, FL 32626

Credentials

Series 63, Series 65

Industry experience

1 year

About

Delickson Souffrant is a financial advisor with Eagle Strategies (NY Life) in Chiefland, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, The InterMed, and Bank of America. Outside of his advisory role, he volunteers as a youth leader at Release City Church, providing weekly Bible study sessions. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients with financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

2469 N Young Blvd

Chiefland, FL 32626

Most active in

Florida

Work history

Eagle Strategies (NY Life)

2025 - Present (1 year)

NYLIFE Securities LLC

2024 - Present (2 years)

New York Life

2024 - Present (2 years)

The InterMed

2023 - 2024 (1 year)

Bank of America

2021 - 2023 (2 years)

Drummond Bank

2021 - 2021 (1 year)

FSU

2020 - 2021 (1 year)

G4S Solutions

2019 - 2020 (1 year)

PBSC

2018 - 2019 (1 year)

Wendys

2016 - 2018 (2 years)

Boynton Beach High school

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Wealth management Passive / index investing Active portfolio management
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Chiefland, FL

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Stephen Smith is a financial advisor at Smith Asset Management Co., LLC with a Series 65 designation and three years of experience. Prior to joining his current firm, he served in the U.S. Military from 2020 to 2023. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes customized portfolios focused on preferred stocks and corporate bonds, employing multiple analytic approaches tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies
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Benjamin S

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Chiefland, FL

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Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with four years of industry experience. He holds a Series 65 designation and has served in the US Army from 2015 to 2020. Since 2020, he has also been affiliated with Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm customizes portfolios emphasizing preferred stocks and corporate bonds, employing a combination of fundamental and technical analysis, cyclical analysis, modern portfolio theory, and option writing tailored to client needs.

Active portfolio management Options & derivatives strategies
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Benedict M

Series 63, Series 65

Newberry, FL

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Benedict Mitchell Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is involved in group benefit and ancillary product sales, including group health and life insurance. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kristina G

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Newberry, FL

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Kristina Gibson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Summit Wealth Strategies from 2012 to 2018 and has been with Raymond James Financial Services Advisors, Inc. since 2011. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing tailored financial plans, asset-allocation analysis, and firm research to support clients in their investment decisions.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired

Ashlyn B

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Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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