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Carmel Ann Furtado

BAY Colony Advisors

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About Carmel Ann Furtado

Carmel Furtado is an investment advisor representative with Bay Colony Advisors. Carmel has been in the industry since 1984 and has a Series 7, Series 63 and Series 65 license. Carmel has worked with a variety of firms in the past, including Salomon Smith Barney Inc., Salomon Brothers Inc., Lehman Brothers Inc. and Lehman Government Securities Inc. Carmel is currently registered with the state of Vermont and is also registered in California and Texas. Carmel specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses.

Firm Information

Carmel Furtado is currently registered with BAY Colony Advisors. BAY Colony Advisors is a wealth management firm headquartered in Concord, Massachusetts. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, pension and profit-sharing plans, and high-net-worth individuals. BAY Colony Advisors manages approximately $1.07 billion in assets.
BAY Colony Advisors

86 BAKER AVENUE EXTENSION

CONCORD, MA 01742

$1.07B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Platform fee from sub-advisers

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Carmel Furtado’s Registration & Firm History

VT

01/06/2025 - Present

BAY Colony Advisors (Dorset VT)

NY

01/17/1994 - 08/04/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

11/28/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

NY

05/22/1984 - 01/17/1994

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

08/14/1991 - 09/11/1992

LEHMAN GOVERNMENT SECURITIES INC.

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Licenses & Designations

IA

Issued 03/26/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carmel Ann Furtado.
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