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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Boczar is an Investment Advisor Representative at Bay Colony Advisors. David has been working in the financial industry since 1989. Prior to joining Bay Colony Advisors, David worked at Emerald Wealth Advisors and Westport Resources Investment Services, Inc. David is a Certified Financial Planner and a Chartered Financial Analyst. David has a strong track record of providing financial advice to individuals, families, and businesses. David specializes in financial planning, portfolio management, and pension consulting. David is committed to providing his clients with personalized and comprehensive financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Platform fee from sub-advisers
1
2
CT
01/10/2022 - Present
BAY Colony Advisors (WESTPORT CT)
CT
01/04/2006 - 04/01/2011
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (WESTPORT CT)
MA
05/13/2003 - 12/19/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/13/2003 - 12/19/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
10/20/2000 - 01/31/2002
BRYANT PARK CAPITAL, INC. (CONSHOHOCKEN PA)
CT
09/16/1994 - 11/29/2001
VALUE INVESTING PARTNERS, INC. (WESTPORT CT)
NY
01/24/1989 - 08/17/1994
NEW JAPAN SECURITIES INTERNATIONAL INC. (NEW YORK NY)
IA
Issued 05/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/05/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/18/1989
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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