CEO and Chief Compliance Officer · Bay Colony Advisors
John W. Ohl
CRD 1548196 · Named on Form ADV at one SEC-registered adviser
At a glance
Bay Colony Advisors, an SEC-registered wealth manager based in Concord, MA with $1.4 billion in regulatory assets, lists John W. Ohl on its Form ADV as CEO and Chief Compliance Officer, a control person.
Firms and roles
- Bay Colony AdvisorsCEO and Chief Compliance OfficerWealth manager · Concord, MA · $1.4B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James C. CatacchioChief Operations Officer, Bay Colony Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.