Carmel Furtado (CRD# 1265467) is an Investment Advisor Representative working at Bay Colony Advisors in Dorset, VT and has over 39 years of experience in the finance industry.
CRD# 2285905
Archer Investment Corporation
CRD# 1579811
Ubs Financial Services Inc.
CRD# 5303702
Manchester Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bay Colony Advisory Group, Inc. | Dorset, VT | Mar 2018 - Current | 6 |
| United Advisors Services | Dorset, VT | Nov 2015 - Mar 2018 | 2 |
| Atlas Private Wealth Management, LLC | North Adams, MA | Jan 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- CA
- TX
- VT
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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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