EAGLE BAY ADVISORS LLC
NEW YORK, NY

Eagle Bay Advisors LLC is a boutique advisory firm with its headquarters located on Wall Street, New York. Established on June 16, 2015, the company specializes in providing clients—including individuals, families, and institutions—with strategic advice to enhance their financial decisions. Eagle Bay Advisors prides itself on delivering unbiased guidance and relentless advocacy for its clientele. With a keen focus on personal matters such as family finances, legacy planning, business ventures, and philanthropic causes, the firm strives to collaborate closely with each client to understand their unique goals. The advisory team at Eagle Bay Advisors boasts extensive experience in structuring complex financial instruments and transactions for both institutional investors and corporate clients. Their track record includes bringing high-profile business deals to market, facilitating the growth of large and small enterprises, and holding significant roles within large institutions while managing risks amounting to billions of dollars. Operating with a client-centric approach, Eagle Bay Advisors emphasizes fiduciary responsibility by aligning incentives and insights with their clients' opportunities. The firm upholds a transparent business model that ensures clarity and open communication regarding financial strategies. To further accommodate clients’ needs, they provide personalized services aimed at preserving wealth while supporting personal passions. The company is incorporated in Florida (Company Type: For-Profit Limited Liability) but operates principally out of its mailing address at 7 World Trade Center, New York City. The firm's CEO, Michael D Nelson, leads the executive team that consistently delivers expertise and commitment to client success. Eagle Bay Advisors was last reinstated on March 24, 2023, and its next annual report is scheduled for April 29, 2024. For more information about their perspective, passion, and personal approach toward client service, prospective clients are encouraged to visit the firm's official website at eaglebayadvisors.com or reach out via phone at (212) 634-7879.