David Bunker, financial advisor Concord MA

David Bunker

CRD Number: 2986602
Current Firm: Bay Colony Advisors

David Bunker (CRD# 2986602) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Windsor Wealth Management, LLC Topsfield, MA Jan 2022 - Current 2
Bay Colony Advisors Concord, MA Jan 2022 - Current 2
Essex Private Wealth Management, Llc (f/k/a Huntwicke Advisors) Topsfield, MA Aug 2018 - Feb 2022 3
Ipswich Brewery Partners Topsfield, MA Mar 2019 - Jan 2022 2
Huntwicke Securities, LLC Topsfield, MA Sep 2018 - Jan 2022 3
Essex Financial Advisors Topsfield, MA Jan 1998 - Feb 2019 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1997
S63 Uniform Securities State Law Examination Feb 2019
Contact Info for David E. Bunker
Phone Number: 978-369-7200
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    1,074
    MILLIONS
  • Total Number of Accounts
    3,757
    ACCOUNTS
  • Average Account Value
    $285,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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