George
Seybolt

Eagle Bay Family Office

CRD#858172
Investment Advisor
in Boca Grande, FL

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About this Advisor

George Seybolt is a financial advisor based out of Boca Grande, Florida who has 2 years of industry experience. Seybolt is on the advisory team at Eagle Bay Family Office. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Eagle Bay Advisors LLC. Seybolt maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and New York. Eagle Bay Family Office is a company headquartered in New York, NY. The company has a total of 15 advisors. It has $721 million in total assets across its 565 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 565 accounts, 69% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees depend on which services the firm provides the client. Fee types billed by Eagle Bay Family Office can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Boca Grande, FL

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Eagle Bay Family Office Brokerage Details

Total Assets Under Management

$721,045,565

FL Average: $7,464,549,021
Total Number of Employees

15

FL Average: 88
Total Number of Accounts

565

FL Average: 3,892
Average Account Size

$1,276,187

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

George Seybolt Work History

George has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Eagle Bay Advisors LLC

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Seybolt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Bay Family Office

David Neubert
New York, NY
Joshua Beckerman
New York, NY
Cynthia Curtis Nelson
Guaynabo, PR
Thomas Huber
New York, NY
George Seybolt
Boca Grande, FL
Michael Nelson
New York, NY
Timothy Macguire
Maplewood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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