Bay Colony Advisors

Bay Colony Advisors (CRD# 152583) is a financial advisory firm headquartered in Concord, MA. They manage $1,073,790,099 in 3,757 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,074
    MILLION
  • 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
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 11 - 20 of 28 top financial advisors.
11
Ethan M. Freishtat
CRD#: 4187648
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

Ethan Freishtat (CRD# 4187648) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 23 years of experience in the finance industry.

12
Carmel A. Furtado
CRD#: 1265467
Dorset, VT

Carmel Furtado (CRD# 1265467) is an Investment Advisor Representative working at Bay Colony Advisors in Dorset, VT and has over 39 years of experience in the finance industry.

13
Mitchell A. Glazier
CRD#: 5998968
Auburndale, MA

Mitchell Glazier (CRD# 5998968) is an Investment Advisor Representative working at Bay Colony Advisors in Auburndale, MA and has over 13 years of experience in the finance industry.

14
Robert L. Green
CRD#: 4151321
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

Robert Green (CRD# 4151321) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 24 years of experience in the finance industry.

15
Peter J. Grose
CRD#: 2122963
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

Peter Grose (CRD# 2122963) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 33 years of experience in the finance industry.

16
Shawn P. Harrington
CRD#: 4159172
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

Shawn Harrington (CRD# 4159172) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 22 years of experience in the finance industry.

17
Matthew T. Hollister
CRD#: 2562039
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

Matthew Hollister (CRD# 2562039) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 7 years of experience in the finance industry.

18
John B. Hughes
CRD#: 1238851
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

John Hughes (CRD# 1238851) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 37 years of experience in the finance industry.

19
Christopher E. Kolker
CRD#: 3266922
86 Baker Avenue Extension, Suite 310, Concord, MA 01742

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.

20
Jeffrey M. Leonard
CRD#: 5577732
2955 Pineda Plaza Way, Suite 126, Melbourne, FL 32940

Jeffrey Leonard (CRD# 5577732) is an Investment Advisor Representative working at Bay Colony Advisors in Melbourne, FL and has over 15 years of experience in the finance industry.

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