Michael David Nelson
Investment adviser representative at Eagle Bay Family Office
11 yearsExperience
2 statesRegistered in
CFADesignation
$680.8MFirm assets
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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
11 years in the industry.
- Eagle Bay Family OfficeSep 2021 to now
- Eagle Bay AdvisorsMay 2015 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NY, PR).
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
- 4895869
- Firm CRD
- 281675