Cynthia Ann Curtis Nelson

Employer firm

Eagle Bay Family Office CRD 281675

$681M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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