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Pamela Jean Bakos

BAY COLONY ADVISORY GROUP, INC.·CONCORD, Massachusetts
Unclaimed Profile
86 BAKER AVENUE EXTENSION, CONCORD, MA 01742CRD# 1284479Firm CRD# 152583
01

About

Pamela Jean Bakos is a registered financial advisor based in CONCORD, Massachusetts, affiliated with BAY COLONY ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BAY COLONY ADVISORY GROUP, INC.
BAY COLONY ADVISORS
AUM
$1.1B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at BAY COLONY ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PLATFORM FEE FROM SUB-ADVISERS
Regulatory
SEC/IARD CRD# 1284479
Firm CRD# 152583
No disclosures on file
View on FINRA BrokerCheck →

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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 in CONCORD
Byron Ewart Woodman — MONUMENT GROUP WEALTH ADVISORS, LLCTimothy L Dibble — ALTA COMMUNICATIONS, INC.Brian W Mcneill — ALTA COMMUNICATIONS, INC.Lee Christopher Mcgowan — MONUMENT GROUP WEALTH ADVISORS, LLCEileen M Toti — ALTA COMMUNICATIONS, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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