Matthew Michael Graham

Bay Colony Advisors

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Bay Colony Advisors

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

Location

Ada, MI

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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.

Employment History

Current Registrations

Bay Colony Advisors

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

The Patriot Financial Group, LLC

September 2023 - December 2023 · 3 mos

Advice and Planning Services

March 2018 - September 2023 · 5 yrs 6 mos

Tiaa-Cref Individual & Institutional Services, LLCBroker

March 2018 - September 2023 · 5 yrs 6 mos

Strategic Advisers, INC.

February 2008 - June 2017 · 9 yrs 4 mos

Fidelity Brokerage Services LLCBroker

September 2007 - June 2017 · 9 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.