Mitchell Alan Glazier

CFP

Bay Colony Advisors

13 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

Auburndale, MA

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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

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Glazier Financial Advisors

January 2012 - September 2017 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.