Carmel Ann Furtado

Current Employers

Bay Colony Advisors

86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-06
VT	RA	APPROVED	2025-01-06
TX	RA	APPROVED_RES	2023-02-23

CA RA
APPROVED

Since 2025-01-06
VT RA
APPROVED

Since 2025-01-06
TX RA
APPROVED_RES

Since 2023-02-23

Branch Locations

Dorset, VT • United States

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

Organization	City	State	From	To
United Advisors Services	Dorset	VT	11/2015	03/2018
Bay Colony Advisory Group, Inc	Dorset	VT	03/2018	Present

11/2015 → 03/2018

United Advisors Services

Dorset, VT
03/2018 → Present

Bay Colony Advisory Group, Inc

Dorset, VT

Previous Registrations

2016-12-02 → 2018-03-21

United Advisors Services, Llc

Dorset, VT

Boca Raton, FL
2011-08-22 → 2015-11-30

Atlas Private Wealth Management, Llc

Albany, NY

Other Businesses

1) Israel Congregation of Manchester, Non-Investment Related, start date: 5/1/2022, Duties include board member, a volunteer position with no pay. Total number devoted to this duty per month = 4 hours, 0 hours devoted during trading hours. 6025 Main St. Manchester Center, VT 05255 2)Insurance Agent - Investment Related, start date: 5/2022, Duties include: offering insurance products and services to clients and prospects. 15 hours devoted to this duty per month & 10 hours/month during securities trading hours. Dorset, VT, 05255

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-03-26
S63	Uniform Securities Agent State Law Examination	1984-12-03

S65 Uniform Investment Adviser Law Examination

2010-03-26
S63 Uniform Securities Agent State Law Examination

1984-12-03

Other Names

Carmel An Furtado

View on SEC IAPD