DB
DB

David Edward Bunker

27 Years of Experience
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
Loading...

Location

86 Baker Avenue Extension, Suite 310, Concord, MA, 01742

Get directions

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.

Learn about disclosures →
Other Business Activities

David serves as trustee for three irrevocable trusts and manages assets for MJMDB, LLC, a family partnership. These activities require minimal time and are related to his investment advisory services.

Employment History
Current Registrations
Bay Colony Advisors
February 2022 - Present · 4 yrs
Previous Registrations
Essex Private Wealth Management, LLC
August 2018 - February 2022 · 3 yrs 6 mos
Sentinel Pension Advisors INC
October 1998 - January 2004 · 5 yrs 3 mos
Essex Financial Advisors, INC.
February 1998 - February 2019 · 21 yrs
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
David Edward Bunker - Financial Advisor | TrueAdvisor