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David Steven Avila

Eagle Strategies LLC

Vienna, VA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-09-18
TX RA APPROVED_RES 2024-09-18
VA RA APPROVED 2021-06-02
  • MD RA
    APPROVED
    Since 2024-09-18
  • TX RA
    APPROVED_RES
    Since 2024-09-18
  • VA RA
    APPROVED
    Since 2021-06-02

Branch Locations

8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Vienna VA 03/2015 12/2016
Mml Investors Services Vienna VA 01/2016 12/2016
Charles Schwab & Co., Inc. Arlington VA 04/2017 10/2018
Charles Schwab Bank Arlington VA 04/2017 10/2018
Avenue Wealth Vienna VA 01/2019 Present
Nylife Securities Llc Vienna VA 02/2020 Present
Eagle Strategies Llc Vienna VA 06/2021 Present
George Mason University Fairfax VA 08/2022 Present
Nvcc Sterling VA 09/2016 05/2022
  • 03/2015 → 12/2016
    Massmutual
    Vienna, VA
  • 01/2016 → 12/2016
    Mml Investors Services
    Vienna, VA
  • 04/2017 → 10/2018
    Charles Schwab & Co., Inc.
    Arlington, VA
  • 04/2017 → 10/2018
    Charles Schwab Bank
    Arlington, VA
  • 01/2019 → Present
    Avenue Wealth
    Vienna, VA
  • 02/2020 → Present
    Nylife Securities Llc
    Vienna, VA
  • 06/2021 → Present
    Eagle Strategies Llc
    Vienna, VA
  • 08/2022 → Present
    George Mason University
    Fairfax, VA
  • 09/2016 → 05/2022
    Nvcc
    Sterling, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-23
S63 Uniform Securities Agent State Law Examination 2016-06-15
  • S66 Uniform Combined State Law Examination
    2020-12-23
  • S63 Uniform Securities Agent State Law Examination
    2016-06-15
Other Names
  • David Steven Avila

View on SEC IAPD

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MARY ELIZABETH ELLISON
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DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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