Michael
Benenson

Bay Colony Advisors

CRD#1107698
Investment Advisor
in Greenwich, CT

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About this Advisor

Michael Benenson is a financial advisor operating out of Greenwich, Connecticut with a total of 5 years of relevant experience. Benenson currently works for Bay Colony Advisors. Throughout their career, Benenson has worked at Questar Asset Management, Smartinsider Consulting, Crescendo Partners and Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors. Benenson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Bay Colony Advisors is a business based out of Concord, MA. It has offices in 19 locations and a total of 23 advisors. It controls $893 million in assets under management across its 3,208 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 3,208 client accounts, 41% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Bay Colony Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually depend on the type of financial services offered. Fee types billed by Bay Colony Advisors may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Greenwich, CT

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Bay Colony Advisors Brokerage Details

Total Assets Under Management

$893,291,993

CT Average: $16,012,751,954
Total Number of Employees

23

CT Average: 118
Total Number of Accounts

3,208

CT Average: 4,567
Average Account Size

$278,458

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Benenson Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors

2016 - 2018 (2 years)

Questar Asset Management

2014 - 2016 (2 years)

Smartinsider Consulting

2010 - 2014 (4 years)

Crescendo Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Benenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bay Colony Advisors

Shawn Harrington
Concord, MA
Mitchell Glazier
Auburndale, MA
Stephen Daglio
Norwell, MA
Thomas Sliney
Canton, CT
David Boczar
Westport, CT
Elizabeth Vallone
Norwell, MA
Silas Witherbee
Acton, MA
Carmel Furtado
Dorset, VT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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