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EAGLE BAY ADVISORS LLC
EAGLE BAY ADVISORS LLC
EAGLE BAY FAMILY OFFICE
NEW YORK, New York
·
5 registered advisors
·
CRD# 281675
SEC# 801-106736
1
212-634-7879
01
Firm Overview
AUM
$887M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at EAGLE BAY ADVISORS LLC
5 registered advisors
Cynthia Ann Curtis
NEW YORK, New York
CRD# 2781415
David Louis Cleary Neubert
NEW YORK, New York
CRD# 2314314
Michael David Nelson
NEW YORK, New York
CRD# 4895869
Robert V. Castro
NEW YORK, New York
CRD# 6628671
Scott Fried Posner
NEW YORK, New York
CRD# 6554679
05
Office Locations
NEW YORK, New York
5 advisors
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Data sourced from SEC Form ADV filings. EAGLE BAY ADVISORS LLC (CRD# 281675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.