Christopher Kolker, financial advisor Concord MA

Christopher Kolker

CRD Number: 3266922
Current Firm: Bay Colony Advisors

Christopher Kolker (CRD# 3266922) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 24 years of experience in the finance industry. Christopher Kolker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bay Colony Advisors Concord, MA Sep 2016 - Current 7
Scf Securities, Inc. Fresno, CA Sep 2014 - Sep 2016 2
Scf Investment Advisors, Inc. Fresno, CA Sep 2014 - Sep 2016 2
Axa Advisors, LLC New York, NY Sep 2003 - Sep 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Christopher E. Kolker
Phone Number: 978-369-7200
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,074
    MILLIONS
  • Total Number of Accounts
    3,757
    ACCOUNTS
  • Average Account Value
    $285,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TX, UT, VA, VT, WA

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