Advisor at Back Bay Advisors, LLC
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Firm
Back Bay Advisors, LLC
Location
Virginia Beach, VA
Credentials
CFA®, Series 63
Industry experience
4 years
Roy Rechkemmer is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor at Back Bay Advisors, LLC with three years of industry experience. His prior experience includes roles at Dollar Bank and Bank @lantec. Back Bay Advisors, LLC is a small investment management firm that provides discretionary portfolio management and advisory services to individuals, families, trusts, foundations, and corporate clients. The firm employs a long-term, fundamentally driven investment approach focused on bottom-up equity selection and customized fixed income allocations, managing concentrated equity portfolios primarily through separately managed accounts.
Account minimum: $250,000 Minimum fee: Greater of 1.3% of assets under management or $3,000 per year Fee-only: Fee based on assets under management; no commissions charged
Virginia Beach, VA
Virginia
Back Bay Advisors, LLC
2022 - Present (4 years)
Back Bay Advisors, LLC
2019 - 2022 (3 years)
UNEMPLOYED
2018 - 2019 (1 year)
Dollar Bank
2017 - 2017 (1 year)
Bank @lantec
2010 - 2016 (6 years)
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Other specialized services
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Series 63, Series 65
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