MD
MD

Michael Edward Daudelin

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

99 Derby Street, Suite 303, Hingham, MA, 02043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is the President, Treasurer, Director, and Investment Adviser Representative at Allegiance Financial Services, Inc. since 1998. His duties include insurance sales, offering insurance products and services, and financial planning.

Employment History
Current Registrations
Bay Colony Advisors
July 2025 - Present · 7 mos
Allegiance Financial Services, INC.
July 2000 - Present · 25 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Michael Edward Daudelin - Financial Advisor | TrueAdvisor