George C. Seybolt

EAGLE BAY FAMILY OFFICE

Boca Grande, FL

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CRD#: 858172

Professional summary

George Crossan Seybolt JR is a registered financial advisor currently at EAGLE BAY FAMILY OFFICE located in Boca Grande, Florida.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. George has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 5 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Crossan Seybolt JR'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

September 17, 2021 - Present

EAGLE BAY FAMILY OFFICE

RIA

CRD#: 281675

Boca Grande, FL

Past

July 1, 2003 - February 26, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEW YORK, NY

Past

July 1, 2003 - February 26, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEW YORK, NY

Past

October 6, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

NEW YORK, NY

Past

October 6, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 31, 1993 - October 13, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 26, 1979 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 17, 1978 - November 26, 1979

LOEB PARTNERS

CRD#: 7534

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".

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

Florida
(2/25/2022)

IAR

Massachusetts
(9/1/2023)

IAR

New York
(9/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/13/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 15

Date: 12/14/1983

Foreign Currency Options Examination

General Industry/Product Exam

Series 5

Date: 10/17/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 9/16/1978

General Securities Representative Examination

Current Firm

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

SEC notice filing (7 States and Territories)

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 Accounts	675
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.

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Firm Stability Insights

George C. Seybolt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Crossan Seybolt JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

LOEB PARTNERS

Primary Firm SEC Registration

EAGLE BAY FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/1992

Series 63

Date: 5/13/1980

SIE

Date: 10/1/2018

Series 15

Date: 12/14/1983

Series 5

Date: 10/17/1981

Series 7

Date: 9/16/1978

Current Firm

EAGLE BAY FAMILY OFFICE

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE BAY FAMILY OFFICE

TRUST BUT VERIFY

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