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JC

Jean-andre F. Corpuz

EAGLE BAY FAMILY OFFICE
New York, NY 10007
Some features on this profile are disabled
CRD#: 2447459
JC

Professional summary

Jean-andre Frederic Corpuz, who also goes by Andre F. Corpuz, Jean-andre Fredric Corpuz, Jeanandre F Corpuz, Jeanandre Fredric Corpuz, Jeanandre Fredrick Corpuz, is a registered financial advisor currently at EAGLE BAY FAMILY OFFICE located in New York, New York.

Jean-andre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jean-andre has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andre F. Corpuz | Jean-Andre Fredric Corpuz | Jeanandre F Corpuz | Jeanandre Fredric Corpuz | Jeanandre Fredrick Corpuz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Strategy-Partners, LLC; Not investment-related; PO Box 849 6383 Mill Street, Rhinebeck NY 12572; Carbon Credit Data/Technology; Managing Partner; 6/2021; 20 hours/month; 1-3 hrs/week; Business Development strategy consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean-andre Frederic Corpuz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 11, 2024 - Present

EAGLE BAY FAMILY OFFICE

Office #1: 7 World Trade Center 250 Greenwich Street 46th Floor, New York, NY, 10007
RIA
CRD#: 281675
New York, NY
Past

July 20, 2015 - April 1, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY
Past

January 18, 2007 - October 4, 2007

LATAM INVESTMENTS, LLC

BD
CRD#: 133163
MIAMI, FL
Past

August 15, 1996 - June 10, 1998

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

March 22, 1994 - July 30, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EB
EAGLE BAY FAMILY OFFICE
EAGLE BAY ADVISORS LLC | EAGLE BAY FAMILY OFFICE

CRD#: 281675 / SEC#: 801-106736

RIA
Registered Investment Advisory firm - (10/13/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(12/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/10/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/14/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2015
General Securities Representative Examination

Current Firm

EB
EAGLE BAY FAMILY OFFICE
EAGLE BAY ADVISORS LLC | EAGLE BAY FAMILY OFFICE

CRD#: 281675 / SEC#: 801-106736

RIA
Registered Investment Advisory firm - (10/13/2015 Approved)
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Contact information

Main Address
7 World Trade Center 250 Greenwich Street 46th Floor, New York, NY, 10007
Mailing Address
Phone number
(212) 634-7879
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EAGLE BAY ADVISORS BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts675
AUM (Assets Under Management)$ 948,458,594

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EAGLE BAY FAMILY OFFICE

CRD#: 281675New York, NY 10007

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