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BAY COLONY ADVISORS

CONCORD, MA · CRD 152583 · IAPD ↗ · 978-369-7200

$1.43BRegulatory AUM
30Advisory reps
36Employees
0Clients
More than 500Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2025 — BAY COLONY ADVISORS added office(s): 19 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2025 — BAY COLONY ADVISORS changed its website from essentialassetmanagement.net to davidboczar.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2025 — BAY COLONY ADVISORS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — BAY COLONY ADVISORS crossed $1B in regulatory AUM ($893.3M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
February 2024 — BAY COLONY ADVISORS notice-filed in KS, NV, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.