BAY COLONY ADVISORY GROUP, INC.
Legal name: BAY COLONY ADVISORS
CRD #152583 SEC #801-107792 CONCORD, MA 978-369-7200
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
36
Clients
--
Accounts
4,039
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 16
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| BAKOS, PAMELA, JEAN | I | MANAGING PRINCIPAL | NA | |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| OHL, JOHN, WINTHROP | I | CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER | B | |
| CATACCHIO, JAMES, CLEMENTS | I | CHIEF OPERATIONS OFFICER | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | PRESIDENT | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | CHIEF OPERATIONS OFFICER | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | PRESIDENT | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | CHIEF OPERATIONS OFFICER | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | PRESIDENT | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | CHIEF OPERATIONS OFFICER | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | PRESIDENT | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | CHIEF OPERATIONS OFFICER | B | Control |
| CATACCHIO, JAMES, CLEMENTS | I | PRESIDENT | B | Control |
| THE JOHN W. OHL IRREVOCABLE LIFE INSURANCE TRUST | DE | OWNER | B | |
| THE JOHN W. OHL IRREVOCABLE LIFE INSURANCE TRUST | DE | OWNER | B | |
| THE JOHN W. OHL IRREVOCABLE LIFE INSURANCE TRUST | DE | OWNER | B | |
| THE JOHN W. OHL IRREVOCABLE LIFE INSURANCE TRUST | DE | OWNER | B |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (26)
AZ CA CO CT FL GA IA KS LA MA MD ME MI NC NH NJ NV NY PA RI SC TX UT VA VT WA
Address
86 BAKER AVENUE EXTENSIONSUITE 310
CONCORD, MA 01742
United States
Phone: 978-369-7200