DB
CFA · CFP
DB
CFA · CFP

David James Boczar

22 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

8 Wright Street, Suite 107, Westport, CT, 06880

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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

David is involved in several outside business activities, including a role as board member and treasurer for the Easton Exchange Club and treasurer for the Easton CT Boy Scouts. He also acts as an insurance agent and serves as an expert witness on occasion.

Employment History
Current Registrations
Bay Colony Advisors
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Emerald Wealth Advisors
March 2011 - December 2022 · 11 yrs 9 mos
Westport Resources Management INC
January 2006 - April 2011 · 5 yrs 3 mos
Metlife Securities INC.
June 2003 - December 2005 · 2 yrs 6 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.