David Zale
Eagle Bay Family Office · New York, New York
David Zale is a fee-only financial advisor at Eagle Bay Family Office in New York, New York, who holds the CFA credential. David focuses on estate & legacy planning, family wealth transfer and tax planning. Eagle Bay Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Eagle Bay Family Office |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $680.8M across 475 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 3168976 |
| Exams passed | Series 63 (1999) · Series 65 (2001) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.eaglebayfamilyoffice.com |
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Questions about David
Is David Zale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Eagle Bay Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Eagle Bay Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Zale based?
David Zale is based in New York, New York.
What does David specialize in?
David's specialties include estate & legacy planning, family wealth transfer and tax planning. David works with multi-generational families.
What credentials does David Zale hold?
David Zale holds the CFA credential.
Is David Zale registered with the SEC?
Yes. David Zale is registered as an investment adviser representative in NY and TX (CRD 3168976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eagle Bay Family Office manage?
Eagle Bay Family Office reports $680.8M across 475 accounts in assets under management.
How do I contact David Zale?
Through David's website, www.eaglebayfamilyoffice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Eagle Bay Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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