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KE

Kyle A. Eagle

MASON & ASSOCIATES
Rockingham, VA
Some features on this profile are disabled
CRD#: 7694050
KE

Professional summary

Kyle Austin Eagle is a registered financial advisor currently at MASON & ASSOCIATES, LLC located in Rockingham, Virginia.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kyle has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Austin Eagle's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 12, 2026 - Present

MASON & ASSOCIATES, LLC

RIA
CRD#: 307206
Rockingham, VA
Past

February 18, 2023 - December 31, 2025

PBMARES WEALTH MANAGEMENT LLC

RIA
CRD#: 116218
Harrisonburg, 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".
MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC
MASON & ASSOCIATES LLC | MASON & ASSOCIATES, LLC

CRD#: 307206 / SEC#: 801-119343

RIA
Registered Investment Advisory firm - (8/24/2020 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.

Highlighted states indicate IAR registrations

IAR
Virginia
(1/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/17/2023
Uniform Investment Adviser Law Examination

Current Firm

MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC
MASON & ASSOCIATES LLC | MASON & ASSOCIATES, LLC

CRD#: 307206 / SEC#: 801-119343

RIA
Registered Investment Advisory firm - (8/24/2020 Approved)
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Contact information

Main Address
2 Bayport Way Suite 110, Newport News, VA 23606
Mailing Address
Phone number
(757) 223-9898
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-03-13 MASON & ASSOCIATES FORM ADV PART 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts1,577
AUM (Assets Under Management)$ 403,872,961

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MASON & ASSOCIATES, LLC

MASON & ASSOCIATES, LLC

CRD#: 307206Rockingham, VA

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