CF
CF

Carmel Ann Furtado

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

Dorset, VT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carmel is a board member for Israel Congregation of Manchester, a volunteer position taking minimal time. Carmel is also an insurance agent offering insurance products and services to clients and prospects, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Bay Colony Advisors
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
United Advisors Services, LLC
December 2016 - March 2018 · 1 yr 3 mos
Atlas Private Wealth Management, LLC
August 2011 - November 2015 · 4 yrs 3 mos
State Registrations3 states
CATXVT
Advisor
Exams
No exam information available for this advisor.