Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
1 year
Location
Elkton, VA
Eagle Strategies (NY Life)
Enterprise
Tyler Adams is a financial advisor at Eagle Strategies (NY Life) with credentials including Series 63 and Series 65 licenses and one year of industry experience. Before entering the financial sector, he served five years in the U.S. House of Representatives and was involved in several political campaigns. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Elkton, VA
Elkton VA
Advisors at this office
1
Virginia
1 year of industry experience
Eagle Strategies LLC
2026 - Present • 1 year
Elkton, VA
Solid Rock Financial Partners, LLC
2026 - Present • 1 year
Elkton, VA
NYLIFE Securities LLC
2025 - Present • 1 year
Roanoke, VA
New York Life Insurance Company
2024 - Present • 2 years
Roanoke, VA
U.S. House of Representatives
2019 - 2024 • 5 years
Harrisonburg, VA
Ben Cline for Congress, Inc
2017 - 2024 • 7 years
Harrisonburg, VA
Nick Freitas For House of Delegates
2017 - 2017 • 1 year
Culpeper, VA
Reeves for Lt. Governor
2016 - 2017 • 1 year
Fredericksburg, VA
Aflac
2016 - 2016 • 1 year
Charlottesville, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Harrisonburg, VA
BPD Wealth Management LLC
Michael Ilagan is a financial advisor with BPD Wealth Management LLC in Harrisonburg, VA, holding a Series 65 designation and 18 years of industry experience. He is also employed as an emergency physician and partner at Harrisonburg Emergency Physicians since 2004. BPD Wealth Management provides discretionary portfolio management primarily for individual clients, with a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis. The firm manages approximately $4.56 million in discretionary assets and serves a range of client types, employing both long- and short-term trading strategies.
Series 66
Harrisonburg, VA
GIRA & GIRA Investment Advisors LLC
John Gira III is a financial advisor at GIRA & GIRA Investment Advisors LLC with 17 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis for portfolio construction and manages assets primarily on a discretionary basis.
CFP®, CFA®, Series 63, Series 66
Harrisonburg, VA
Strategent Financial, LLC
Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Lam also has a background in academia from his time at the University of Virginia. Strategent Financial, LLC serves individual and family clients, as well as retirement plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, using institutional no-load mutual funds, ETFs, and select individual securities or private funds in discretionary portfolio management and financial planning.
Series 63, Series 65
Harrisonburg, VA
GIRA & GIRA Investment Advisors LLC
John Gira is a financial advisor with GIRA & GIRA Investment Advisors LLC in Harrisonburg, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with GIRA & GIRA since 2013. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary management.
Series 65
Harrisonburg, VA
Strategent Financial, LLC
Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.
CFP®, Series 66, Series 65
Harrisonburg, VA
Strategent Financial, LLC
Abram Shearer is a CFP® professional with 11 years of experience and has been with Strategent Financial, LLC since 2015. He holds Series 66 and Series 65 licenses. Strategent Financial, LLC serves individual and family clients as well as retirement plan sponsors, trusts, estates, and corporations. The firm emphasizes strategic asset allocation using institutional no-load mutual funds, ETFs, and select individual securities, providing discretionary portfolio management, financial planning, and retirement plan consulting.
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