EF
CFP
EF
CFP

Ethan Mark Freishtat

25 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
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Location

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

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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 Activities

Ethan is a board member of Gateways, a non-profit organization, and owns an investment property. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Bay Colony Advisors
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
June 2018 - August 2022 · 4 yrs 2 mos
The Patriot Financial Group, LLC
January 2016 - December 2023 · 7 yrs 11 mos
LPL Financial LLCBroker
December 2015 - July 2018 · 2 yrs 7 mos
Valmark Securities, INC.Broker
June 2013 - December 2015 · 2 yrs 6 mos
Fidelity Personal Trust Company, Fsb
April 2005 - March 2007 · 1 yr 11 mos
Strategic Advisers, INC.
March 2004 - April 2013 · 9 yrs 1 mo
Fidelity Brokerage Services LLCBroker
July 2000 - April 2013 · 12 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.