Angelia Shay
Angelia Shay is a ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Mechanicsville, VA, with 31 years of industry experience. Angelia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
9316 Chamberlayne Road, Mechanicsville, VA, 23116
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Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
Angelia is appointed with outside insurance carriers and operates under the DBA The Path Financial Strategies, LLC, both for brokering non-registered insurance products. She also reinsures life insurance with NYLARC Holding Company, Inc. and owns Romans 1513 LLC, which rents to her DBA.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.