Unclaimed Profile

John Winthrop Ohl

BAY COLONY ADVISORY GROUP, INC.·CONCORD, Massachusetts

Series 7, Series 24, Series 63, Series 65Clean record18 years registeredBAY COLONY ADVISORY GROUP, INC.

86 BAKER AVENUE EXTENSION, CONCORD, MA 01742CRD# 1548196Firm CRD# 152583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Winthrop Ohl · CONCORD, MA

Registration

CRD #1548196 · BAY COLONY ADVISORY GROUP, INC. · 18 years registered

Brand Profile

Not yet started

Career History

BAY COLONY ADVISORS

Jan 2010 – present

TLG ADVISORS, INC.

Oct 2008 – Oct 2010

CONCORD, MA

IC ADVISORY SERVICES, INC.

Jun 2008 – Oct 2008

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 16, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAY COLONY ADVISORY GROUP, INC.

CRD 152583 · SEC 801-107792

AUM

$1.1B

Regulatory assets under management

Employees

3,757 client accounts

Services offered by BAY COLONY ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BAY COLONY ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does John Winthrop Ohl offer?

John Winthrop Ohl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.

What are John Winthrop Ohl's credentials?

John Winthrop Ohl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Winthrop Ohl located?

John Winthrop Ohl is based in CONCORD, Massachusetts, working with BAY COLONY ADVISORY GROUP, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does John Winthrop Ohl charge for services?

John Winthrop Ohl's firm is compensated through percentage of aum, hourly charges, subscription fees, other: platform fee from sub-advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAY COLONY ADVISORY GROUP, INC.?

BAY COLONY ADVISORY GROUP, INC. has approximately 27 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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