Ethan Freishtat (CRD# 4187648) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 23 years of experience in the finance industry. Ethan Freishtat has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Colony Advisors | Jupiter, FL | Nov 2023 - Current | < 1 |
| The Patriot Financial Group | Westborough, MA | Dec 2015 - Nov 2023 | 7 |
| Securities America, Inc. | Westborough, MA | Jun 2018 - Aug 2022 | 4 |
| Lpl Financial LLC | Westborough, MA | Dec 2015 - Jun 2018 | 2 |
| Valmark Securities, Inc. | Akron, OH | Jun 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- FL
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Total Assets Under Management1,074MILLIONS
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Total Number of Accounts3,757ACCOUNTS
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Average Account Value$285,811
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TX, UT, VA, VT, WA
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