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David Edward Bunker

BAY Colony Advisors

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About David Edward Bunker

David Edward Bunker is an investment advisor representative at Bay Colony Advisors. David has been working in the financial industry since 1997. David is registered with the state of Massachusetts and is also licensed to offer investment advisory services in Texas. David has passed the Series 65 and Series 63 exams. He is also a Series 22TO licensee. David is currently working as a licensed investment advisor representative for Bay Colony Advisors in Concord, Massachusetts. David offers financial planning services and portfolio management for individuals and businesses. David is also a partner in MJMDB, LLC, a family partnership that is an estate planning tool. He manages the assets of the LLC as an RIA.

Firm Information

David Bunker 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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David Bunker’s Registration & Firm History

MA

02/06/2023 - Present

BAY Colony Advisors (CONCORD MA)

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Licenses & Designations

BC

Issued 02/19/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/01/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2019

Series 22TO - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Edward Bunker.
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