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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2021-09-17 |
Branch Locations
Boca Grande, FL • United States
7 World Trade Center 250 Greenwich Street, 46Th Floor, New York, NY 10007 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 02/2020 |
| Eagle Bay Advisors Llc | New York | NY | 02/2020 | Present |
Treasurer, Teton Valley Ranch Camp Foundation, 290 East Broadway, Jackson, WY 83001;501(c)3 operates a youth camp in WY, board member 7 years, 2 hrs/month. ;Trustee, Calvert H Seybolt Rev Trust, My brothers rev trust, 20 years, managed at EBA. ;Trustee to Santin Children Trusts, (McKale, Trillium, Corbin, Kendell), Trustee for 1 year, Accounts are managed at EBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-13 |
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