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Edward Joe Sallee

BAY Capital Advisors, LLC

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About Edward Joe Sallee

Edward Sallee is a financial advisor and Registered Representative with BAY Capital Advisors, LLC. Edward has been in the financial services industry since January 2015. Edward Sallee has a Series 66, a Series 7 and a SIE. Edward Sallee is currently registered in Florida, Texas and Virginia. Edward Sallee previously worked for PROEQUITIES, INC.. Edward Sallee specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Edward Sallee is also involved in project based consulting, investment analysis and corporate planning.

Firm Information

Edward Sallee is currently registered with BAY Capital Advisors, LLC. BAY Capital Advisors, LLC is a Virginia Beach, VA-based investment advisor with $195,912,606 in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and project-based consulting. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
BAY Capital Advisors, LLC

582 LYNNHAVEN PARKWAY

VIRGINIA BEACH, VA 23452

$195.91M

Assets Under Management

Not reported

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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project based consulting; investment analysis and corporate planning

Project based consulting; investment analysis and corporate planning

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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Edward Sallee’s Registration & Firm History

VA

11/21/2016 - Present

BAY Capital Advisors, LLC (Virginia Beach VA)

VA

01/28/2015 - 12/05/2016

PROEQUITIES, INC. (VIRGINIA BEACH VA)

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Licenses & Designations

BOTH

Issued 02/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Joe Sallee.
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