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Pamela Jean Bakos

BAY COLONY ADVISORY GROUP, INC.·CONCORD, Massachusetts
Series 7, Series 63, Series 65Clean record17 years registeredBAY COLONY ADVISORY GROUP, INC.
86 BAKER AVENUE EXTENSION, CONCORD, MA 01742CRD# 1284479Firm CRD# 152583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pamela Jean Bakos · CONCORD, MA
Registration
CRD #1284479 · BAY COLONY ADVISORY GROUP, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

BAY COLONY ADVISORS
Jan 2014 – present
WINSLOW, EVANS & CROCKER, INC.
Nov 2008 – Jan 2014
PEABODY, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 3, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BAY COLONY ADVISORY GROUP, INC.
CRD 152583 · SEC 801-107792
AUM
$1.1B
Regulatory assets under management
Employees
27
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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05

Frequently Asked Questions

What services does Pamela Jean Bakos offer?
Pamela Jean Bakos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Pamela Jean Bakos's credentials?
Pamela Jean Bakos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pamela Jean Bakos located?
Pamela Jean Bakos 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 Pamela Jean Bakos charge for services?
Pamela Jean Bakos'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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Other Advisors at BAY COLONY ADVISORY GROUP, INC.

James Clements Catacchio
CONCORD, MA
John Winthrop Ohl
CONCORD, MA

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Research
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