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Vivian Maher Honeycutt

Vivian M. Honeycutt

BAY CAPITAL ADVISORS
Chesapeake, VA 23321
Some features on this profile are disabled
CRD#: 4179766
Vivian Maher Honeycutt

Professional summary

Vivian Maher Honeycutt, CFP®, who also goes by VIvian Maher Gross, is a registered financial advisor currently at BAY CAPITAL ADVISORS, LLC located in Chesapeake, Virginia.

Vivian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Vivian has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Core Areas of Focus

Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules

Biography

2005-2009 Member- Financial Planning Association 2006-2007 President National Association of Women Business Owners-Southeastern Virginia Chapter

Question & Answer

What are your service offerings?
Tax Planning
Insurance Planning
Elder Care
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases

Vivian Maher Gross

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vivian Maher Honeycutt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

April 6, 2022 - Present

BAY CAPITAL ADVISORS, LLC

Office #1: 4240 Portsmouth Blvd. Suite 434, Chesapeake, VA 23321
RIA
CRD#: 140796
Chesapeake, VA
Past

August 26, 2005 - April 5, 2022

HONEYCUTT FINANCIAL SERVICES, LLC

RIA
CRD#: 136649
CHESAPEAKE, VA
Past

March 2, 2005 - August 12, 2005

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
VIRGINIA BEACH, VA
Past

March 2, 2005 - August 12, 2005

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

June 13, 2001 - March 4, 2005

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
CHESAPEAKE, VA
Past

May 19, 2000 - March 4, 2005

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BAY CAPITAL ADVISORS, LLC
BAY CAPITAL ADVISORS, LLC
BAY CAPITAL ADVISORS, LLC

CRD#: 140796 / SEC#: 801-122519

RIA
Registered Investment Advisory firm - (10/20/2021 Approved)
Florida
Registered Investment Advisory firm - (12/7/2021 Terminated)
Texas
Registered Investment Advisory firm - (12/7/2021 Terminated)
Virginia
Registered Investment Advisory firm - (12/7/2021 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/6/2022)
IAR
Virginia
(4/6/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/19/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/18/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BAY CAPITAL ADVISORS, LLC
BAY CAPITAL ADVISORS, LLC
BAY CAPITAL ADVISORS, LLC

CRD#: 140796 / SEC#: 801-122519

RIA
Registered Investment Advisory firm - (10/20/2021 Approved)
Florida
Registered Investment Advisory firm - (12/7/2021 Terminated)
Texas
Registered Investment Advisory firm - (12/7/2021 Terminated)
Virginia
Registered Investment Advisory firm - (12/7/2021 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
582 Lynnhaven Parkway Suite 302, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 816-0967
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE AND PARTS 2B BROCHURE SUPPLEMENTS (3/6/2026)

Regulatory assets under management

Total Number of Accounts615
AUM (Assets Under Management)$ 228,283,850

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BAY CAPITAL ADVISORS, LLC

BAY CAPITAL ADVISORS, LLC

CRD#: 140796Chesapeake, VA 23321

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Contact information

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