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Ethan F

CFP®, Series 63, Series 66

Jupiter, FL

Bay Colony Advisors

Ethan Freishtat is a CFP® with 26 years of industry experience and currently serves at Bay Colony Advisors. His prior work includes roles at Securities America, Inc., The Patriot Financial Group, and LPL Financial. He is a board member of Gateways, a nonprofit organization in the Boston area. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, utilizing a fundamental, long-term investment approach that incorporates model portfolios and third-party sub-advisers as appropriate.

Private / alternative investments Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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