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VerifiedFinancial Services· Founded 2000

Bay Colony Advisors

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. Partner firms maintain their ownership and operational independence while benefiting from the firm's synergies, and scale. Bay Colony Advisors (BCA) is a top-ranked, national wealth advisory firm with locations across the United States. 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. The affordable platform allows advisors to retain complete control and ownership of their business while leaving compliance, back-office infrastructure, and other operational staff expenses to us. Bay Colony provides advisors with an Enterprise platform enabling advisors to deliver an elite client experience with enterprise custodial pricing enabling advisors to scale a competitive business model. The operational platform includes 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 is not affiliated with any banking, investment management, brokerage, consulting, or other such institution.

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HeadquartersBoston, United StatesEmployees19(11 to 50)Annual revenue$1M to <$10MFounded year2000Websitebaycolonyadvisors.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

19

11 to 50 range

Open roles

no listings

Distinct roles

10

indexed titles

Tech stack

1

tools in use

Monthly traffic

54

organic / mo

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Top roles at Bay Colony Advisors

10 distinct titles indexed · top 10 shown.

  • 2wealth manager
  • 1cfp financial planner at bay colony advisors
  • 1chair finance committee
  • 1chief administrative officer
  • 1chief executive officer
  • 1co founder
  • 1investment advisor representative
  • 1investment management summer analyst
  • 1senior vice president
  • 1wealth management intern

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