David James Boczar

Current Employers

Employment History

• 03/2011 → 12/2022
  Emerald Wealth Advisors
  Westport, CT
• 01/2022 → Present
  Bay Colony Advisors
  Concord, MA

Previous Registrations

• 2011-03-03 → 2022-12-13
  Emerald Wealth Advisors
  Easton, CT
  Westport, CT
  Westport, CT
• 2006-01-04 → 2011-04-01
  Westport Resources Management Inc
  Westport, CT
• 2003-06-11 → 2005-12-19
  Msi Financial Services, Inc.
  Norwalk, CT

Other Businesses

1) EASTON EXCHANGE CLUB, BOARD MEMBER AND CHARITABLE FOUNDATION TREASURER, CIVIC INVOLVEMENT, CLUB RAISES FUNDS FOR CHARITIES,1-3 HR/WK. NOT INVESTMENT RELATED. 2) IN ADDITION TO FINANCIAL PLANNING, DAVID ACTS AS INSURANCE AGENT FOR FINANCIAL PLANNING IMPLEMENTATION 0-1 HR/WEEK. LIFE AND HEALTH, AND PROPERTY AND CASUALTY LICENSES. NOT INVESTMENT RELATED. 3) EASTON CT BOY SCOUTS, VOLUNTEER, TREASURER, APPROXIMATELY 1-2 HOURS PER WEEK. NOT INVESTMENT RELATED. 4) EXPERT WITNESS, WHERE APPLICABLE, 0.25 HRS PER WEEK. INVESTMENT RELATED. 5) EASTON CT SENIOR CENTER, BOARD MEMBER, VOLUNTEER, 0.5 HOURS PER MONTH. NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-29
• S63 Uniform Securities Agent State Law Examination
  1989-04-20

Designations

Other Names

• David J Boczar