TrueAdvisor
TrueAdvisor
GO
GO

George Edward Ohl

Bay Colony Advisors
38 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Bay Colony Advisors
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

Location

Ocean Ridge, FL

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2010
Final
Customer Dispute
August 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

George is an independent insurance agent, dedicating about 10-20% of his time to this activity. He is also a manager at Sunny Coastal Properties, LLC, a real estate company, taking about a quarter to half of his time, and a co-owner of Inlet Group LLC, a real estate rental, development, and property management company, spending minimal time on it.

Employment History
Current Registrations
Bay Colony Advisors
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
The Leaders Group, INC.Broker
October 2008 - December 2010 · 2 yrs 2 mos
Dc Evans and Company, LLCBroker
May 2008 - October 2008 · 5 mos
The Investment Center, INC.Broker
June 2000 - May 2008 · 7 yrs 11 mos
First Albany CorporationBroker
June 1996 - July 2000 · 4 yrs 1 mo
Tucker Anthony IncorporatedBroker
January 1994 - July 1996 · 2 yrs 6 mos
Smith Barney Shearson INC.Broker
January 1991 - February 1994 · 3 yrs 1 mo
Prudential-Bache Securities INC.Broker
September 1989 - January 1991 · 1 yr 4 mos
Thomson Mckinnon Securities INC.Broker
March 1989 - September 1989 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1988 - March 1989 · 1 yr 1 mo
Dean Witter Reynolds INC.Broker
August 1986 - February 1988 · 1 yr 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.