Edward Sallee
Bay Capital Advisors · Virginia Beach, Virginia
Edward Sallee is a fee-only financial advisor at Bay Capital Advisors in Virginia Beach, Virginia, who holds the CFP credential. Bay Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bay Capital Advisors |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $228.3M across 615 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC, NH, TX, VA · CRD 6442543 |
| Exams passed | Series 66 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.baycapitaladvice.com |
How Edward's firm compares
- Bay Capital Advisors's average account is about $371,000, from its Form ADV (assets managed divided by 615 accounts).
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Questions about Edward
Is Edward Sallee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Bay Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Bay Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Sallee based?
Edward Sallee is based in Virginia Beach, Virginia.
What credentials does Edward Sallee hold?
Edward Sallee holds the CFP credential.
Is Edward Sallee registered with the SEC?
Yes. Edward Sallee is registered as an investment adviser representative in FL, NC, NH, TX and VA (CRD 6442543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bay Capital Advisors manage?
Bay Capital Advisors reports $228.3M across 615 accounts in assets under management.
How do I contact Edward Sallee?
Through Edward's website, www.baycapitaladvice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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