Bay Colony Advisory Group Inc

Financial Services - Concord, MA, US

Bay Colony Advisory Group Inc Employees
James Catacchio

Executive Vice President, Registered Principal

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John Ohl

Chief Executive Officer

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Peter Grose

CFP/Financial Planner at Bay Colony Advisors

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Deborah Phipps

Chief Administrative Officer

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Maya Boreen

Investment Advisor Representative

Contact Maya Boreen

Hayes Miller

Investment Advisor Representative

Contact Hayes Miller

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Bay Colony Advisory Group Inc Details

Bay Colony Advisors (BCA) is an SEC Registered Investment Advisor which supports elite advisors and advisory teams across the country. BCA is uniquely positioned to help solve complex back-office, compliance, and technology needs of independent advisors seeking an enterprise solution for their businesses. Member firms maintain their ownership and operational independence while benefiting from the firm's synergies, and scale. BCA helps advisors operationalize their business by providing a complete ecosystem of scaled solutions and value-added services needed for their clients including marketing, branding, outsourced institutional money management with full compliance support. Member firms benefit from advisor collaboration, and access to a complete suite of wealth management specializations to offer their clients. Bay Colony provides advisors with an Enterprise platform enabling advisors to deliver an elite client experience with enterprise pricing in order to scale a competitive business model. BCA'S provides the right operational platform of software and services as a Service (PaaS) developed jointly by Black Diamond and our lead custodian which allows Digital access to data to view your clients' information on-demand — securely and accurately. BCA's operational infrastructure enables advisors to efficiently run their practices and serve their clients. Our operational staff has decades of experience working together. The firm headquartered in Concord, Massachusetts, has over 20 offices operating throughout the country and is not affiliated with any banking, investment management, brokerage, consulting, or other such institution.

Bay Colony Advisory Group Inc logo, Bay Colony Advisory Group Inc contact details
Employees: 20 - 49
HQ: 800-320-1912
Location: Concord, MA, US
Revenue: 1 - 2.5 Million
Wealth Advisory Services Portfolio Management Wealth Management Investment advisory Financial Services Financial Advisory Services
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