Cynthia Curtis Nelson
Eagle Bay Family Office · San Juan, Puerto Rico
Cynthia Curtis Nelson is a fee-only financial advisor at Eagle Bay Family Office in San Juan, Puerto Rico. Cynthia focuses on estate & legacy planning, family wealth transfer and tax planning. Eagle Bay Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Eagle Bay Family Office |
|---|---|
| Based in | San Juan, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $680.8M across 475 accounts |
| SEC registration | Investment adviser representative in NY, PR · CRD 2781415 |
| Exams passed | Series 63 (1999) · Series 65 (2023) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.eaglebayfamilyoffice.com |
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Questions about Cynthia
Is Cynthia Curtis Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cynthia holds no broker registration, and Eagle Bay Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cynthia charge for financial advice?
Cynthia's firm, Eagle Bay Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cynthia Curtis Nelson based?
Cynthia Curtis Nelson is based in San Juan, Puerto Rico.
What does Cynthia specialize in?
Cynthia's specialties include estate & legacy planning, family wealth transfer and tax planning. Cynthia works with multi-generational families.
Is Cynthia Curtis Nelson registered with the SEC?
Yes. Cynthia Curtis Nelson is registered as an investment adviser representative in NY and PR (CRD 2781415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eagle Bay Family Office manage?
Eagle Bay Family Office reports $680.8M across 475 accounts in assets under management.
How do I contact Cynthia Curtis Nelson?
Through Cynthia's website, www.eaglebayfamilyoffice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Eagle Bay Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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