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Eagle Bay Family Office CRD 281675
$681M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-02-17 |
| NY | RA | APPROVED | 2021-09-17 |
Branch Locations
7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Bay Advisors | New York | NY | 05/2015 | Present |
Eagle Bay Partners LLC, not investment related, P.O. Box 327, Rhinebeck, NY 12572, hospitality, co-owner, no relation, since 2012, no hours during securities trading hours, leadership. EBP Development LLC, not investment related, P.O. Box 327, Rhinebeck, NY 12572, real estate, co-owner, no relation, since 2012, no hours during securities trading hours, leadership.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-27 |
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