Advisor at Bay Colony Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bay Colony Advisors
Location
Davenport, FL
Credentials
Series 63, Series 65
Industry experience
21 years
Flat fees used for specific services such as bill pay, bookkeeping, payroll, concierge services; fees established client-by-client.
$0+: 0.65% to 1.85% annually (negotiable tiered or flat fees set by individual advisors) $0+: 0.25% annually on assets managed in each BCA Model Portfolio
Hourly or flat fees for bill pay, bookkeeping, payroll, concierge, and potentially other services; specific amounts negotiated client-by-client.
Account minimum: $1,100,000 in assets under management and/or net worth of at least $2,200,000 (to be eligible for leveraged ETFs) Fee-only: Investment advisory fees ranging from 0.65% to 1.85% annually, negotiable; 0.25% annually for BCA Model Portfolios.
Bay Colony Advisors
2025 - Present (1 year)
Cetera financial specialists LLC
2022 - 2023 (1 year)
SECURITIES AMERICA, inc.
2018 - 2022 (4 years)
The Patriot Financial Group
2018 - 2025 (7 years)
LPL Financial, LLC
2016 - 2018 (2 years)
Integrated Wealth Concepts LLC
2016 - 2018 (2 years)
Lincoln Financial Advisors Corp
2004 - 2016 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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