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Chief Compliance Officer, Chief Operating Officer · Eagle Bay Family Office

Cynthia A. Curtis Nelson

CRD 2781415 · Named on Form ADV at one SEC-registered adviser

At a glance

Eagle Bay Family Office, an SEC-registered wealth manager based in New York, NY with $681 million in regulatory assets, lists Cynthia A. Curtis Nelson on its Form ADV as Chief Compliance Officer, Chief Operating Officer, a control person.

Firms and roles

  • Eagle Bay Family OfficeChief Compliance Officer, Chief Operating OfficerWealth manager · New York, NY · $681M in regulatory assets

AtlasMembers

Cynthia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cynthia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.