Julie Lynn Shah
Investment adviser representative at Eagle Bay Family Office
19 yearsExperience
2 statesRegistered in
$680.8MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Eagle Bay Family OfficeApr 2024 to now
- Julie Shah CpaJun 2021 to Mar 2024
- Plyler, Stallop & ComptonFeb 2017 to Dec 2021
- Julie Shah CpaJul 2007 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Eagle Bay Family Office
Legal name: Eagle Bay Advisors LLC
$680.8MAssets managed
50Clients
9Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7939500
- Firm CRD
- 281675