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Jean-Andre Frederic Corpuz

Investment Adviser Representative at EAGLE BAY FAMILY OFFICE

NEW YORK, NYCRD #2447459Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/10/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 8/14/2015
SIE
Securities Industry Essentials Examination
Passed 4/1/2016
Series 7
General Securities Representative Examination
Passed 7/15/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

EAGLE BAY FAMILY OFFICE Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREDIT SUISSE FIRST BOSTON CORPORATION
8/15/1996 – 6/10/1998NEW YORK, NY
FORESIDE FUND SERVICES, LLC
7/20/2015 – 4/1/2016New York, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
3/22/1994 – 7/30/1996NEW YORK, NY
ACOSTA FINANCIAL SERVICES, LLC
1/18/2007 – 10/4/2007MIAMI, FL

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jean-Andre Frederic Corpuz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.