Bay Colony Advisors
Bay Colony Advisors (CRD# 152583) is a financial advisory firm headquartered in Concord, MA. They manage $893,291,993 in 3,208 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management893MILLION
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Total Number of Accounts3,208ACCOUNTS
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Average Account Value$278,458
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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
Pamela Bakos (CRD# 1284479) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 39 years of experience in the finance industry.
Michael Benenson (CRD# 1107698) is an Investment Advisor Representative working at Bay Colony Advisors in Greenwich, CT and has over 39 years of experience in the finance industry.
David Boczar (CRD# 1769659) is an Investment Advisor Representative working at Bay Colony Advisors in Westport, CT and has over 34 years of experience in the finance industry. David Boczar 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.
John Brodacki (CRD# 4384857) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 22 years of experience in the finance industry.
David Bunker (CRD# 2986602) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 26 years of experience in the finance industry.
James Catacchio (CRD# 4966526) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 18 years of experience in the finance industry.
Michael Cook (CRD# 4588672) is an Investment Advisor Representative working at Bay Colony Advisors in Wrentham, MA and has over 21 years of experience in the finance industry.
Stephen Daglio (CRD# 3162810) is an Investment Advisor Representative working at Bay Colony Advisors in Norwell, MA and has over 25 years of experience in the finance industry.
Timothy Dougherty (CRD# 726248) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 24 years of experience in the finance industry.
Francois Ducroux (CRD# 2909432) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 26 years of experience in the finance industry.