Unclaimed Profile

Edward Joe Sallee

BAY CAPITAL ADVISORS, LLC·VIRGINIA BEACH, Virginia

SIE, Series 7, Series 66CFPClean record11 years registeredBAY CAPITAL ADVISORS, LLC

582 LYNNHAVEN PARKWAY, VIRGINIA BEACH, VA 23452CRD# 6442543Firm CRD# 140796

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Joe Sallee · VIRGINIA BEACH, VA

Registration

CRD #6442543 · BAY CAPITAL ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

BAY CAPITAL ADVISORS, LLC

Nov 2016 – present

INVESTMENT ADVISORS

Feb 2015 – Dec 2016

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 23, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAY CAPITAL ADVISORS, LLC

CRD 140796 · SEC 801-122519

AUM

$155M

Regulatory assets under management

Employees

483 client accounts

Services offered by BAY CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAY CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Joe Sallee offer?

Edward Joe Sallee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Edward Joe Sallee's credentials?

Edward Joe Sallee holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Joe Sallee located?

Edward Joe Sallee is based in VIRGINIA BEACH, Virginia, working with BAY CAPITAL ADVISORS, LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Edward Joe Sallee charge for services?

Edward Joe Sallee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAY CAPITAL ADVISORS, LLC?

BAY CAPITAL ADVISORS, LLC has approximately 5 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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