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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-06-18 |
Branch Locations
9316 Chamberlayne Road, Mechanicsville, VA 23116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glen Allen | VA | 04/2014 | Present |
| Angelia Z Shay | Glen Allen | VA | 02/2014 | Present |
| Eagle Strategies Llc | Ashland | VA | 06/2024 | Present |
| The Path Financial Strategies Llc | Mechanicsville | VA | 11/2025 | Present |
[OPERATING UNDER THE DBA NAME OF THE PATH FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; (MECHANICSVILE, VA); START DATE: 11/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
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