David
Boczar

Bay Colony Advisors

CRD#1769659
Investment Advisor
in Westport, CT

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About this Advisor

David Boczar is a certified financial planner and chartered financial analyst who works in Westport, Connecticut who has 1 year of industry experience. Boczar is on the advisory team at Bay Colony Advisors. Their career trajectory has included roles at Emerald Wealth Advisors and Bay Colony Advisors. Boczar has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Bay Colony Advisors is a registered investment firm based in Concord, MA. The investment advisory business has offices in 19 locations and a total of 23 employees. It handles $893 million in total assets between its 3,208 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 3,208 customer accounts, 41% are held by high-net-worth investors who have more than $1 million in assets available to invest. Bay Colony Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on the services. Fees billed by Bay Colony Advisors may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8 Wright Street Suite 107
Westport, CT 06880

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Bay Colony Advisors Brokerage Details

Total Assets Under Management

$893,291,993

CT Average: $16,012,751,954
Total Number of Employees

23

CT Average: 118
Total Number of Accounts

3,208

CT Average: 4,567
Average Account Size

$278,458

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Boczar Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bay Colony Advisors

2011 - Present (13 years)

Emerald Wealth Advisors

*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 David Boczar 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 Bay Colony Advisors

Shawn Harrington
Concord, MA
Mitchell Glazier
Auburndale, MA
David Boczar
Westport, CT
Stephen Daglio
Norwell, MA
Thomas Sliney
Canton, CT
Carmel Furtado
Dorset, VT
Silas Witherbee
Acton, MA
Michael Benenson
Greenwich, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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