Edward Sallee has been Managing Member, Chief Compliance Officer of Bay Capital Advisors since November 2016, is a control person of the firm and directly owns 75% or more of it. Edward Sallee holds a Bachelor of Science in Physics from the University of Oklahoma, a Master of Science in Management from North Carolina State University and a Master of Science in National Security Strategy from National War College.
Bay Capital Advisors, LLC is a Virginia Beach, VA firm with $228M under management, 195 clients and 5 advisers across 5 offices, as of its August 2026 filing.
Joe Sallee is Managing Member of Bay Capital Advisors, LLC, based in Virginia Beach. Sallee is a Navy veteran whose assignments were aboard submarines and on staffs overseas. 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.
Edward Sallee’s longest registration is the current one, 9 years at Bay Capital Advisors since 2016. Before joining Bay Capital Advisors in 2016, Edward Sallee was registered through Investment Advisors.
- Bay Capital Advisors, LLCCurrent– present · 9 yearsVirginia Beach, VA · Adviser representative · Firm CRD 140796
- Investment Advisors– · 1 yearVirginia Beach, VA · Adviser representative · Firm CRD 15708
Professional designations
Listed by Bay Capital Advisors
- CFP®
Investment adviser representative registrations
Edward Sallee is registered as an investment adviser representative in 5 states. The first approvals date from November 2016; the most recent is North Carolina, in August 2026.
- FloridaSince 23 July 2021
- New HampshireSince 20 February 2025
- North CarolinaSince 12 August 2026
- TexasSince 22 February 2017
- VirginiaSince 21 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 February 2015 |
| Series 7 | General Securities Representative Examination | 28 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Edward Joe Sallee
- CRD
- 6442543
- Firm
- Bay Capital Advisors · CRD 140796
- Role
- Managing Member, Chief Compliance Officer
- Office
- 582 LYNNHAVEN PARKWAY, SUITE 302, Virginia Beach, VA 23452
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- baycapitaladvice.com
Where does Edward Sallee work?
Edward Sallee has been Managing Member, Chief Compliance Officer of Bay Capital Advisors, LLC since November 2016, and is a control person of the firm.
Is Edward Sallee a financial advisor?
Yes. Edward Sallee has a current investment-adviser registration in Florida, New Hampshire, North Carolina, Texas and Virginia, through Bay Capital Advisors since November 2016.
How many years of experience does Edward Sallee have?
Edward Sallee has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Edward Sallee passed?
Edward Sallee has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2015. FINRA credited Edward Sallee with the SIE, which began in October 2018.
Where is Edward Sallee based?
Edward Sallee’s registered office is in Virginia Beach, VA.
Is Edward Sallee registered with FINRA?
No. Edward Sallee has no current broker registration.
Is Edward Sallee a CFP?
Bay Capital Advisors lists Edward Sallee with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Edward Sallee’s record?
Search CRD 6442543 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Sallee’s full registration record.