Julie Shah
Eagle Bay Family Office · New York, New York
Julie Shah is a fee-only financial advisor at Eagle Bay Family Office in New York, New York. Julie 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 |
| SEC registration | Investment adviser representative in NY, TX · CRD 7939500 |
| Exams passed | Series 65 (2024) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.eaglebayfamilyoffice.com |
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Questions about Julie
Is Julie Shah a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?
Julie's firm, Eagle Bay Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Julie Shah based?
Julie Shah is based in New York, New York.
What does Julie specialize in?
Julie's specialties include estate & legacy planning, family wealth transfer and tax planning. Julie works with multi-generational families.
Is Julie Shah registered with the SEC?
Yes. Julie Shah is registered as an investment adviser representative in NY and TX (CRD 7939500), 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 Julie Shah?
Through Julie'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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