Nicholas
Grose

Bay Colony Advisors

CRD#7118689
Investment Advisor
in Concord, MA

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About this Advisor

Nicholas Grose is a financial advisor based in Concord, Massachusetts, working with Bay Colony Advisors. Nicholas has previously held positions at Bay Colony Advisors, Patomak Global Partners, Alfta Gif, George Mason University, Ohio University, and Penderbrook Golf Club. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Nicholas is part of Bay Colony Advisors, which operates out of Concord, Massachusetts. The firm has 19 offices and 27 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Bay Colony Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

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

86 Baker Avenue Extension Suite 310
Concord, MA 01742

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Bay Colony Advisors Brokerage Details

Total Assets Under Management

$1,073,790,099

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

27

MA Average: 118
Total Number of Accounts

3,757

MA Average: 4,567
Average Account Size

$285,811

MA 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

Nicholas Grose Work History

2024 - Present (0 year)

Bay Colony Advisors

2022 - Present (2 years)

Patomak Global Partners

2021 - 2022 (1 year)

Alfta Gif

2019 - 2021 (2 years)

George Mason University

2016 - 2019 (3 years)

Ohio University

2014 - 2016 (2 years)

Penderbrook Golf Club

Disclosures

Please visit the SEC profile of Nicholas Grose 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

Nicholas Grose
Concord, MA
Michael Benenson
Greenwich, CT
Carmel Furtado
Dorset, VT
Pamela Bakos
Concord, MA
Robert Green
Concord, MA
Shawn Harrington
Concord, MA
Mitchell Glazier
Auburndale, MA
Sandi Goodman-Brown
Concord, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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