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Cynthia Ann Curtis Nelson

Eagle Bay Family Office

San Juan, PR

New York, NY

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Current Employers
Eagle Bay Family Office

7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-20
PR RA APPROVED 2023-03-20
  • NY RA
    APPROVED
    Since 2023-03-20
  • PR RA
    APPROVED
    Since 2023-03-20

Branch Locations

San Juan, PR • United States

7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matter Worldwide Llc New York NY 06/2012 07/2017
Prudential Investment Management (Pgim) Newark NJ 08/2017 10/2018
State Street Global Advisors Boston MA 11/2018 07/2021
Eagle Bay Advisors Llc D/B/A Eagle Bay Family Office New York NY 07/2021 Present
  • 06/2012 → 07/2017
    Matter Worldwide Llc
    New York, NY
  • 08/2017 → 10/2018
    Prudential Investment Management (Pgim)
    Newark, NJ
  • 11/2018 → 07/2021
    State Street Global Advisors
    Boston, MA
  • 07/2021 → Present
    Eagle Bay Advisors Llc D/B/A Eagle Bay Family Office
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-20
S63 Uniform Securities Agent State Law Examination 1999-08-10
  • S65 Uniform Investment Adviser Law Examination
    2023-03-20
  • S63 Uniform Securities Agent State Law Examination
    1999-08-10
Other Names
  • Cindy Nelson
  • Cynthia Curtis Nelson
  • Cynthia Ann Curtis
  • Cynthia Ann Nelson

View on SEC IAPD

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