Joshua
Beckerman
Eagle Bay Family Office
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About this Advisor
Joshua Beckerman is a financial advisor based in New York, New York, working with Eagle Bay Family Office. Joshua has previously held positions at Freeman's Auction House, Gillis Ellis Baker Insurance, Pwcc Marketplace, Pall Mall Art Advisors, Fidelity Information National Services (Fis), and Eagle Bay Advisors D/B/A Eagle Bay Family Office. Joshua has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Joshua is part of Eagle Bay Family Office, which operates out of New York, New York. The firm has 1 office and 15 employees. The firm manages assets totaling $886.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Eagle Bay Family Office includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Bay Family Office Brokerage Details
$886,838,673
15
637
$1,392,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joshua Beckerman Work History
Eagle Bay Advisors D/B/A Eagle Bay Family Office
Fidelity Information National Services (Fis)
Pwcc Marketplace
Pall Mall Art Advisors
Gillis Ellis Baker Insurance
N/A
N/A
Freeman'S Auction House
Disclosures
Please visit the SEC profile of Joshua Beckerman 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
New York, NY
New York, NY
Guaynabo, PR
New York, NY
Boca Grande, FL
New York, NY
Maplewood, NJ
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