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Ashley Juliano

Bay Capital Advisors, LLC

Virginia Beach, VA

CRD 8209403

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Employer firm

Bay Capital Advisors, LLC CRD 140796

$228M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • PROJECT BASED CONSULTING; INVESTMENT ANALYSIS AND CORPORATE PLANNING

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

Current Employers
Bay Capital Advisors, Llc

582 Lynnhaven Parkway Suite 302, Virginia Beach, VA 23452 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-08
  • VA RA
    APPROVED
    Since 2026-01-08

Branch Locations

582 Lynnhaven Parkway Suite 302, Virginia Beach, VA 23452 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bay Capital Advisors Virginia Beach VA 10/2025 Present
Accenture Federal Services Arlington VA 08/2022 10/2025
Kings High Media Llc Palm City FL 05/2022 06/2023
Homemaker Chesapeake VA 07/2012 05/2022
  • 10/2025 → Present
    Bay Capital Advisors
    Virginia Beach, VA
  • 08/2022 → 10/2025
    Accenture Federal Services
    Arlington, VA
  • 05/2022 → 06/2023
    Kings High Media Llc
    Palm City, FL
  • 07/2012 → 05/2022
    Homemaker
    Chesapeake, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-09
  • S65 Uniform Investment Adviser Law Examination
    2025-12-09

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON HARBOR WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

BRYAN BARTLETT REX
JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA

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