Gladys Soonsi Chow
Investment adviser representative at Eagle Bay Family Office
12 yearsExperience
1 stateRegistered in
$680.8MFirm assets
10 yearsFirm in business
Are you Gladys Soonsi Chow? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Eagle Bay Family OfficeMar 2023 to now
- N/aJan 2019 to Feb 2023
- Capcoun LLCMay 2017 to Nov 2018
- N/aJan 2017 to Apr 2017
- Giralda Advisors LLCDec 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Eagle Bay Family Office
Legal name: Eagle Bay Advisors LLC
$680.8MAssets managed
50Clients
9Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2195862
- Firm CRD
- 281675