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).

By the Numbers
  • Total Assets Under Management
    893
    MILLION
  • Total Number of Accounts
    3,208
    ACCOUNTS
  • Average Account Value
    $278,458
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bay Colony Advisors
Showing 1 - 10 of 28 top financial advisors.
1
Pamela J. Bakos
CRD#: 1284479
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

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.

2
Michael J. Benenson
CRD#: 1107698
Greenwich, CT

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.

3
David J. Boczar
CRD#: 1769659
8 Wright Street, Suite 107, Westport, CT 06880

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.

4
John R. Brodacki
CRD#: 4384857
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

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.

5
David E. Bunker
CRD#: 2986602
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

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.

6
James C. Catacchio
CRD#: 4966526
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

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.

7
Michael J. Cook
CRD#: 4588672
155 South Street, Suite 202, Wrentham, MA 02093

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.

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

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.

9
Timothy T. Dougherty
CRD#: 726248
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

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.

10
Francois J. Ducroux
CRD#: 2909432
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

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.

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