Cynthia A. Curtis Nelson
Professional summary
Cynthia Ann Curtis Nelson, who also goes by Cynthia Ann Curtis, Cindy Nelson, Cynthia Ann Nelson, Cynthia Curtis Nelson, is a registered financial advisor currently at EAGLE BAY FAMILY OFFICE located in Guaynabo, .
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Cynthia has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Ann Curtis Nelson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2023 - Present
EAGLE BAY FAMILY OFFICE
May 26, 1999 - April 27, 2006
MORGAN STANLEY & CO. LLC
Primary Firm SEC Registration
EAGLE BAY FAMILY OFFICE
CRD#: 281675 / SEC#: 801-106736
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/20/2023)
(3/20/2023)
Exams
Current Firm
EAGLE BAY FAMILY OFFICE
CRD#: 281675 / SEC#: 801-106736
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 675 |
| AUM (Assets Under Management) | $ 948,458,594 |
Red Flags
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