Financial ADVSR advisor directory · SEC adviser records
Bay Colony Advisors financial advisors in Concord, MA
Every SEC-registered investment adviser representative at a Bay Colony Advisors office in Concord, A to Z.
The short answer
12 registered advisors work at Bay Colony Advisors in Concord, out of 22 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Bay Colony Advisors advisors in Concord, A to Z
Every Bay Colony Advisors advisor →- Pamela J. BakosInvestment adviser rep
- David E. BunkerInvestment adviser rep
- James C. CatacchioInvestment adviser rep
- Timothy T. DoughertyInvestment adviser rep
- Francois J. DucrouxInvestment adviser rep
- Sandi S. Goodman-BrownInvestment adviser rep
- Nicholas P. GroseInvestment adviser rep
- Peter J. GroseCertified Financial Planner
- Richard MollinInvestment adviser rep
- Jacob D. MurrayCertified Financial Planner
- John W. OhlInvestment adviser rep
- Stilson N. TomitaChartered Financial Consultant
Bay Colony Advisors advisors in every city and state →Bay Colony Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bay Colony Advisors advisors in other cities
Acton, MA 1Ada, MI 1Auburndale, MA 1Davenport, FL 1Dorset, VT 1Greenwich, CT 1Melbourne, FL 1Stuart, FL 1Westport, CT 1Wrentham, MA 1
Other firms in Concord
All Concord advisors →Twelve Points Wealth Management 19Monument Group Wealth Advisors, LLC 3Morgan Stanley 3
Questions
How many financial advisors does Bay Colony Advisors have in Concord?
12 investment adviser representatives are registered at Bay Colony Advisors offices in Concord, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Bay Colony Advisors one of the largest advisor employers in Concord?
Bay Colony Advisors ranks number 2 in Concord by registered advisors; Twelve Points Wealth Management has the most, with 19.
How do I check a Bay Colony Advisors advisor in Concord?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bay Colony Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.