Ethan Mark Freishtat

Employer firm

Bay Colony Advisors CRD 152583

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2018
  Lpl Financial Llc
  Westborough, MA
• 12/2015 → 11/2023
  The Patriot Financial Group
  Westborough, MA
• 06/2018 → 08/2022
  Securities America, Inc.
  Westborough, MA
• 11/2023 → Present
  Bay Colony Advisors
  Jupiter, FL

Previous Registrations

• 2016-01-04 → 2023-12-11
  The Patriot Financial Group, Llc
  Walpole, MA
  Jupiter, FL
• 2004-03-31 → 2013-04-23
  Strategic Advisers Llc
  Merrimack, NH
  Boston, MA
• 2005-04-27 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Merrimack, NH

Other Businesses

***Gateways Position: Board member Nature: I am on the board of Gateways which is a non-profit in the metro-Boston area. Investment Related: No Hours: 5 Securities Trading Hours: 2 Start Date: 05/31/2018 Address: 333 Nahanton St, Newton MA 02459 ALTON TOWNHOUSE POSITION: Owner of the property NATURE: Buying an investment property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2020 ADDRESS: 5143 Beckman Terrace, Palm Beach Gardens FL 33418, United States DESCRIPTION: We will be having annual renters in the property.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-24
• S63 Uniform Securities Agent State Law Examination
  2000-09-08

Designations

• Certified Financial Planner