Broker Check

St. Petersburg Office

6414 1st Avenue North,

St. Petersburg, FL 33710

Focused on Your Success

Ongoing Commitment and Dedication to Enhance Your Success

Bay View Capital Advisory Group, Inc. is focused on not only making it easier for you to do business, but helping you to build a business that is more satisfying and more profitable. We are continually evolving with the latest technology and compliance updates, enhancements to services and offerings, and exploring new ways we can help you and your business.

When we establish a new relationship with an advisor and their staff, mutual trust and respect are always at the core of everything we do. Our key focus is to see you succeed. We realize that your experience and ability is directly linked to our success as your Advisory Group. We understand that the process of a business transition is a difficult one, and we strive to provide you with the best transition experience possible. We'll support you through the transition journey from beginning to end, providing any ongoing training necessary to meet the expectations of Securities America and FINRA, with technology and compliance updates.

Advisors Should Be Treated as Though They Are Family

Creating an environment of trust and confidence is just part of the ongoing goal of building family-like camaraderie and respect among our advisors and staff. We realize that by taking care of our advisors through personalized, top-tier support, we, in turn, help our advisors provide a premium level of service to their clients.We also understand the importance for independent financial professionals to network with their peers, giving them the ability to share challenges, best practices, and exchange ideas. 

Better Business Through Advanced Technology Services

Through Securities America (our Broker/Dealer), we are able to provide advanced I.T. Services, which include the following:

  1. Advanced I.T. Consultation: Help is available whenever you are dealing with email configuration, integration of systems, backup solutions, etc.
  2. Compliance/Office Security Policy: Assistance with configuring your system according to the Branch Office Security Policy (either remotely or through our office).
  3. Purchasing New Equipment Guidance: Just a phone call away, our transition team is available if you need new hardware. We are here to guide you through the process.

The Benefits of Being Independent through Bay View Capital Advisory Group

  • Mentoring Program - Our advisors and staff are committed to helping guide and grow your business.
  • Succession Planning - Personalized advice and resources to help you preserve and protect the business you have spent your career building.
  • Practice Acquisitions - We are prepared to take you to the next step when you are ready to acquire another book of business or practice.