AS
Angelia Z. Shay
EAGLE STRATEGIES LLC
MECHANICSVILLE, VA 23116
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CRD#: 2477463
AS
Professional summary
Angelia Zentner Shay, ChFC®, CLU®, who also goes by Angelia Zentner Fritter, Angelia Marie Zentner, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Mechanicsville, Virginia and NYLIFE SECURITIES LLC located in Mechanicsville, Virginia.
Angelia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Angelia has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angelia Zentner Fritter | Angelia Marie Zentner
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.
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 12/2002; 9104 OFFICER LANE ASHLAND, VA 23005] [OPERATING UNDER THE DBA NAME OF THE PATH FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; (MECHANICSVILLE, VA); START DATE: 04/2013] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave NY NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [College Ministries of Virginia; Planting and cultivating campus ministries across the commonwealth of Virginia; P.O Box 3280 Richmond va 23228; Start Date 06/2020; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Executive Director will report to us and inform us of ideas and concerns that he has. we will brainstorm and comment on initiatives that are created. We serve as accountability and foster encouragement with new idea possible to help carry out the mission] [Fearless Ministries; 6 of us started in order to disciple women with Christ; no physical address at this time; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 15 hours per month; 5 hours per month during securities trading hours; Hold meetings with individual women and groups of woman sometimes do conferences where I might speak][Romans 1513 LLC; Bought a building through this LLC and my DBA THE PATH will be renting from the LLC monthly ; 9316 Chamberlayne Road Mechanicsville VA 23116; Start Date 01/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]
CRS (Client Relationship Summary) - RIA
Click below to view Angelia Zentner Shay's 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®
Experience
Current
January 12, 2005 - Present
EAGLE STRATEGIES LLC
Office #1: 9316 Chamberlayne Road, Mechanicsville, VA 23116RIA
CRD#: 110826
MECHANICSVILLE, VA
Current
July 22, 1994 - Present
NYLIFE SECURITIES LLC
Office #1: 9316 Chamberlayne Road, Mechanicsville, VA 23116BD
CRD#: 5167
MECHANICSVILLE, VA
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".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(9/20/2021)
RR
Florida(8/10/2010)
RR
Georgia(5/28/2025)
RR
Maryland(1/28/2020)
RR
Massachusetts(10/18/2022)
RR
Montana(10/8/2019)
RR
North Carolina(5/6/2016)
RR
Pennsylvania(4/14/2021)
RR
South Carolina(1/28/2015)
RR
Texas(1/5/2016)
IAR
Texas(3/7/2016)
RR
Virginia(7/6/1994)
IAR
Virginia(1/12/2005)
RR
West Virginia(10/19/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Mechanicsville, VA 23116TRUST BUT VERIFY
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