Eagle Bay Family Office

Eagle Bay Family Office (CRD# 281675) is a financial advisory firm headquartered in New York, NY. They manage $886,838,673 in 637 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY 10007
https://eaglebayadvisors.com
By the Numbers
  • Total Assets Under Management
    887
    MILLION
  • Total Number of Accounts
    637
    ACCOUNTS
  • Average Account Value
    $1,392,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NY, OR, PR, TX

Financial Advisors at Eagle Bay Family Office
Showing 1 - 8 of 8 top financial advisors.
1
George Seybolt, financial advisor Boca Grande FL
George C. Seybolt
CRD#: 858172
Boca Grande, FL

George Seybolt (CRD# 858172) is an Investment Advisor Representative working at Eagle Bay Family Office in Boca Grande, FL and has over 43 years of experience in the finance industry.

2
David Zale, financial advisor New York NY
David Zale
CRD#: 3168976
7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY 10007

David Zale (CRD# 3168976) is an Investment Advisor Representative working at Eagle Bay Family Office in New York, NY and has over 24 years of experience in the finance industry.

3
Joshua Beckerman, financial advisor New York NY
Joshua L. Beckerman
CRD#: 7633174
New York, NY

Joshua Beckerman (CRD# 7633174) is an Investment Advisor Representative working at Eagle Bay Family Office in New York, NY and has 1 year of experience in the finance industry.

4
Cynthia Curtis Nelson, financial advisor Guaynabo PR
Cynthia A. Curtis Nelson
CRD#: 2781415
Guaynabo, PR

Cynthia Curtis Nelson (CRD# 2781415) is an Investment Advisor Representative working at Eagle Bay Family Office in Guaynabo, PR and has over 24 years of experience in the finance industry.

5
Timothy Macguire, financial advisor Maplewood NJ
Timothy B. Macguire
CRD#: 2576427
Maplewood, NJ

Timothy Macguire (CRD# 2576427) is an Investment Advisor Representative working at Eagle Bay Family Office in Maplewood, NJ and has over 27 years of experience in the finance industry.

6
Michael Nelson, financial advisor New York NY
Michael D. Nelson
CRD#: 4895869
7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY 10007

Michael Nelson (CRD# 4895869) is an Investment Advisor Representative working at Eagle Bay Family Office in New York, NY and has over 18 years of experience in the finance industry.

7
David Neubert, financial advisor New York NY
David L. Neubert
CRD#: 2314314
7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY 10007

David Neubert (CRD# 2314314) is an Investment Advisor Representative working at Eagle Bay Family Office in New York, NY and has over 30 years of experience in the finance industry.

8
Laurent Treguier, financial advisor New York NY
Laurent J. Treguier
CRD#: 7778247
7 World Trade Center, 250 Greenwich Street, 46th Floor, New York, NY 10007

Laurent Treguier (CRD# 7778247) is an Investment Advisor Representative working at Eagle Bay Family Office in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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