Edward J. Sallee
BAY CAPITAL ADVISORS
VIRGINIA BEACH, VA 23452
Some features on this profile are disabled
CRD#: 6442543
Professional summary
Edward Joe Sallee JR., CFP®, who also goes by Edward Sallee, is a registered financial advisor currently at BAY CAPITAL ADVISORS, LLC located in Virginia Beach, Virginia.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Edward has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Joe Sallee is a fee-only financial advisor at Bay Capital Advisors, LLC, located in Virginia Beach, VA. He is a Navy veteran who served throughout the United States and overseas. His assignments were aboard submarines and on staffs that took him around the world where he was exposed to a wide variety of cultures. Before joining Bay Capital, he founded and served as CEO of Patriot Strategic Investments, LLC, where he served military families and government employees with their retirement planning and investment needs.
Joe is a graduate of the University of Oklahoma, where he earned his Bachelor’s of Science in Physics, and gained a love of college football. He has a Master’s of Science in Management from North Carolina State University, as well as a Master’s of Science in National Security Strategy from the National War College. He has been designated a CERTIFIED FINANCIAL PLANNER™ professional by the College of Financial Planning.
Joe is active in his community and currently serves on the United Way of South Hampton Roads Community Investment Committee, as well as the Chair of the Financial Review Panel. He has served on the board of directors and as a volunteer with the Virginia Beach Court Appointed Special Advocates (CASA) and has served on the board of directors for the Virginia Beach Division of the Hampton Roads Chamber of Commerce.
Joe currently resides in Virginia Beach, Virginia. He and his wife, Martine, have four children, with one serving in the Army. He enjoys spending time in the beautiful Virginia outdoors, coaching soccer and watching his kids play sports.
Question & Answer
What are your service offerings?
Business Succession Planning
Retirement Income Management
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Education Planning
Retirement Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Edward Sallee
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.
1)U.S. NAVY; NON-INVESTMENT RELATED; 7958 BLAND RD, NORFOLK,VA 23551, MILITARY SERVICE; CAPTAIN; 05/1990; 160 HRS; 160 HRS; OFFICER IN NAVY. 2)MNJ BUSINESS SERVICES, LLC; 2792 PLEASANT ACRES DR, VIRGINIA BEACH, VA 23453; BUSINESS EXPENSE REDUCTION CONSULTING; PRESIDENT; 04/2014; 25 HRS; 15 HRS; IM AN INDEPENDENT CONTRACTOR THAT FACILITATES ACCESS BY BUSINESS TO VENDORS THAT CAN REDUCE COST IN UTILITIES, WIRELESS AND SHIPPING. ONE POINT CONSULTING, LLC POSITION: PRESIDENT NATURE: EXPENSE REDUCTION CONSULTING INVESTMENT RELATED: NO NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2015 ADDRESS: 2792 PLEASANT ACRES DR., VIRGINIA BEACH VA 23453 DESCRIPTION: I AM A BUSINESS CONSULTANT THAT ASSISTS BUSINESSES IN REDUCING THEIR EXPENSES. COURT APPOINTED SPECIAL ADVOCATES POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2015 ADDRESS: 2425 Nimmo Pwky, Virginia Beach VA 23456 DESCRIPTION: Board member for non-profit. Board assists with directing and advising court appointed special advocate program in Virginia Beach. CHRISTOPHER FARMS HOA POSITION: VP NATURE: HOA duties INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2015 ADDRESS: 860 Greenbrier Circle 302, Chesapeake VA 23320 DESCRIPTION: HOA that monitors property management for the sub-division in which I live 1ST PRECINCT COMMUNITY ADVISORY COMMITTEE POSITION: 2nd VP NATURE: Police and community advisory committee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2015 ADDRESS: 2425 Nimmo Pkwy Bldg 19, Virginia Beach VA 23456 DESCRIPTION: Discuss community issues with local police and city departments. PATRIOT STRATEGIC INVESTMENTS POSITION: President/Financial Advisor NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/17/2015 ADDRESS: 2792 Pleasant Acres Dr., Virginia Beach VA 23453 DESCRIPTION: Financial planning, insurance, investment advice
CRS (Client Relationship Summary) - RIA
Click below to view Edward Joe Sallee JR.'s 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®
Start date: 2017
Experience
Current
November 21, 2016 - Present
BAY CAPITAL ADVISORS, LLC
Office #1: 582 Lynnhaven Parkway Suite 302, Virginia Beach, VA 23452RIA
CRD#: 140796
VIRGINIA BEACH, VA
Past
February 23, 2015 - December 5, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
VIRGINIA BEACH, VA
Past
January 28, 2015 - December 5, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
VIRGINIA BEACH, VA
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
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
Florida(7/23/2021)
IAR
New Hampshire(2/20/2025)
IAR
Texas(2/22/2017)
IAR
Virginia(11/21/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 591 |
| AUM (Assets Under Management) | $ 195,912,606 |
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.
