Bay Colony Advisors

Bay Colony Advisors (CRD# 152583) is a financial advisory firm headquartered in Concord, MA. They manage $179,186,856 in 642 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    642
    ACCOUNTS
  • Average Account Value
    $279,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IA, MA, ME, NH, TX, VT, WA

Financial Advisors at Bay Colony Advisors
Showing 1 - 10 of 18 top financial advisors.
1
Mitchell A. Glazier
CRD#: 5998968
86 Baker Avenue Extension, Suite 310, Concord, MA 01742
96
Wealthminder
score

Mitchell Glazier (CRD# 5998968) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 7 years of experience in the finance industry. Mitchell Glazier 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.

2
Christopher E. Kolker
CRD#: 3266922
86 Baker Avenue Extension, Suite 310, Concord, MA 01742
96
Wealthminder
score

Christopher Kolker (CRD# 3266922) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 18 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.

3
Christopher H. Miller
CRD#: 2065562
Winchester, MA
96
Wealthminder
score

Christopher Miller (CRD# 2065562) is an Investment Advisor Representative working at Bay Colony Advisors in Winchester, MA and has over 26 years of experience in the finance industry.

4
Shawn R. Tewksbury
CRD#: 3180017
86 Baker Avenue Extension, Suite 310, Concord, MA 01742
96
Wealthminder
score

Shawn Tewksbury (CRD# 3180017) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 18 years of experience in the finance industry. Shawn Tewksbury 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.

5
Pamela J. Bakos
CRD#: 1284479
86 Baker Avenue Extension, Suite 310, Concord, MA 01742
93
Wealthminder
score

Pamela Bakos (CRD# 1284479) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 33 years of experience in the finance industry.

6
Maya O. Boreen
CRD#: 6095221
Wilton, CT
93
Wealthminder
score

Maya Boreen (CRD# 6095221) is an Investment Advisor Representative working at Bay Colony Advisors in Wilton, CT and has over 5 years of experience in the finance industry.

7
James C. Catacchio
CRD#: 4966526
91 Main Street, Suite 308, Concord, MA 01742
93
Wealthminder
score

James Catacchio (CRD# 4966526) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 12 years of experience in the finance industry.

8
Stephen M. Daglio
CRD#: 3162810
167 Washington Street, Norwell, MA 02061
93
Wealthminder
score

Stephen Daglio (CRD# 3162810) is an Investment Advisor Representative working at Bay Colony Advisors in Norwell, MA and has over 19 years of experience in the finance industry.

9
Robert L. Green
CRD#: 4151321
86 Baker Avenue Extension, Suite 310, Concord, MA 01742
93
Wealthminder
score

Robert Green (CRD# 4151321) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 18 years of experience in the finance industry.

10
Shawn P. Harrington
CRD#: 4159172
Manchester Center, VT
93
Wealthminder
score

Shawn Harrington (CRD# 4159172) is an Investment Advisor Representative working at Bay Colony Advisors in Manchester Center, VT and has over 16 years of experience in the finance industry.

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