Bay Colony Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 152583
- SEC number
- 801-107792
- Firm type
- RIA
- Assets under management
- $1.4B as of Mar 23, 2026
- Website
- www.linkedin.com/in/stevedaglio ↗
- Phone
- 978-369-7200
- Address
- 86 Baker Avenue Extension, Concord, MA, 01742
Advisors at this firm
29 in our index · page 1 of 1
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Jennifer Jill AndersonCRD 4695424 · Concord, MAIA RegisteredRegistration inactive
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Pamela Jean BakosCRD 1284479 · Concord, MAIA Registered
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Michael James BenensonCRD 1107698 · Greenwich, CTIA Registered
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David James BoczarCRD 1769659 · Westport, CTIA Registered
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David Edward BunkerCRD 2986602 · Topsfield, MAIA Registered
-
James Clements CatacchioCRD 4966526 · Concord, MAIA Registered
-
Michael John CookCRD 4588672 · Wrentham, MAIA RegisteredRegistration inactive
-
Stephen M DaglioCRD 3162810 · Norwell, MAIA Registered
-
Timothy Thomas DoughertyCRD 726248 · Atlanta, GAIA RegisteredRegistration inactive
-
Francois Jerome DucrouxCRD 2909432 · Concord, MAIA RegisteredRegistration inactive
-
Ethan Mark FreishtatCRD 4187648 · Jupiter, FLIA RegisteredRegistration inactive
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Carmel Ann FurtadoCRD 1265467 · Dorset, VTIA Registered
-
Mitchell Alan GlazierCRD 5998968 · Auburndale, MAIA Registered
-
Robert Lyle GreenCRD 4151321 · Concord, MAIA Registered
-
Peter John Earle GroseCRD 2122963 · Fairfax, VAIA RegisteredRegistration inactive
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Sandi S. Goodman-BrownCRD 7897604 · Portland, MEIA Registered
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Matthew Michael GrahamCRD 5372368 · Ada, MIIA RegisteredRegistration inactive
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Nicholas Peter Jon GroseCRD 7118689 · Fairfax, VAIA Registered
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Shawn Paul HarringtonCRD 4159172 · Manchester Center, VTIA Registered
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John Britton HughesCRD 1238851 · Stratford, CTIA Registered
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Jeffrey Martin LeonardCRD 5577732 · Melbourne, FLIA Registered
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Richard MollinCRD 5658837 · Leland, NCIA Registered
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Jacob D MurrayCRD 5866537 · Concord, MAIA RegisteredRegistration inactive
-
John Winthrop OhlCRD 1548196 · Concord, MAIA Registered
-
Thomas M SlineyCRD 6571838 · Canton, CTIA Registered
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Shawn Richard TewksburyCRD 3180017 · Milford, NHIA RegisteredRegistration inactive
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Stilson Noriyoshi TomitaCRD 737047 · Delray Beach, FLIA RegisteredRegistration inactive
-
Elizabeth Mary ValloneCRD 4137574 · Norwell, MAIA Registered
-
Silas Hemenway WitherbeeCRD 1311121 · Acton, MAIA RegisteredRegistration inactive
1–29 of 29
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 152583 ↗
FINRA BrokerCheck record for firm CRD 152583 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.