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Fiduciary investment advisory services offered through Bay Harbor Wealth Management, LLC, an SEC Registered Investment Advisor. SEC Registration does not imply any certain level of skill or training. Non-fiduciary insurance services offered separately through Bay Harbor Insurance, LLC.
*Financial Planning 101 is the name of the financial education workshops Bay Harbor Wealth Management, LLC conducts. Educational institutions are not affiliated with Bay Harbor Wealth Management; they serve as the workshop locations only and do not sponsor or endorse Bay Harbor Wealth Management or its workshops. Bay Harbor Wealth Management does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.
*The 40 Under 40 list is compiled by InvestmentNews LLC (“InvestmentNews”) to recognize professionals from the financial advisory industry. Winners are chosen by InvestmentNews from a pool of approximately 1,000 nominees. Eligibility criteria include accomplishment to date, contribution to the financial advice field, and potential to continue affecting change in the industry going forward, as determined by InvestmentNews. No fee was paid to participate.
*Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms. Forbes Finance Investment Council is a paid for membership.
*The Forbes 2020 Top Next-Gen Wealth Advisors ranking was created by 2020 Forbes Media LLC and developed by Shook Research, LLC. Advisors under the age of 40 with a minimum of four years' relevant experience were selected based on qualitative and quantitative criteria, including: telephone and in-person interviews, industry experience, compliance records, revenue generated, and assets under management. Portfolio performance is not a criterion. Rankings awarded July of 2020 based on data as of April 2020. Bay Harbor Wealth Management, LLC did not pay a fee to be considered for this list or for placement on the ranking. Rankings are independently determined by Shook Research, LLC based on the opinions of SHOOK Research, LLC. For advisors already on a ranking, there are additional fees to distribute the results or be highlighted on the list. For more information about the ranking and its methodology, please go to www.shookresearch.com.