Bay Colony Advisors

Bay Colony Advisors (CRD# 152583) is a financial advisory firm headquartered in Concord, MA. They manage $100,644,022 in 318 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $316,491
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
  • Educational seminars/workshops
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.

CT, FL, MA, NC, NH, TX

Financial Advisors at Bay Colony Advisors
Showing 1 - 10 of 11 top financial advisors.
1
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 32 years of experience in the finance industry.

2
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 11 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
Susan R. Riser Whitlock
CRD#: 5287262
86 Baker Avenue Extension, Suite 310, Concord, MA 01742
93
Wealthminder
score

Susan Riser Whitlock (CRD# 5287262) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 6 years of experience in the finance industry.

6
Elizabeth M. Vallone
CRD#: 4137574
167 Washington Street, Norwell, MA 02061
93
Wealthminder
score

Elizabeth Vallone (CRD# 4137574) is an Investment Advisor Representative working at Bay Colony Advisors in Norwell, MA and has over 16 years of experience in the finance industry.

7
Maya O. Boreen
CRD#: 6095221
86 Baker Avenue Extension, Suite 310, Concord, MA 01742
90
Wealthminder
score

Maya Boreen (CRD# 6095221) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 4 years of experience in the finance industry.

8
Thomas M. Sliney
CRD#: 6571838
Canton, CT
90
Wealthminder
score

Thomas Sliney (CRD# 6571838) is an Investment Advisor Representative working at Bay Colony Advisors in Canton, CT and has 1 year of experience in the finance industry.

9
John Bakos
CRD#: 5662728
86 Baker Avenue Extension, Suite 310, Concord, MA 01742
89
Wealthminder
score

John Bakos (CRD# 5662728) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 2 years of experience in the finance industry.

10
John W. Ohl
CRD#: 1548196
91 Main Street, Suite 308, Concord, MA 01742
83
Wealthminder
score

John Ohl (CRD# 1548196) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 30 years of experience in the finance industry.

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