Richard
Mollin
Bay Colony Advisors
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About this Advisor
Richard Mollin is a financial advisor who works in Concord, Massachusetts with 7 years of relevant experience. Mollin is an employee of Bay Colony Advisors. Throughout their career, Mollin has worked at Sentinel Advisory Services, LLC and Bay Colony Advisors. Mollin has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Massachusetts and North Carolina. Bay Colony Advisors is a company based in Concord, MA. The investment advisory business has offices in 19 locations and a total of 23 people on staff. It handles $893 million in total assets among its 3,208 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 3,208 accounts, 41% belong to high-net-worth individuals who have more than $1 million in investable assets. The company offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which service is offered. Fees billed by Bay Colony Advisors likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bay Colony Advisors Brokerage Details
$893,291,993
23
3,208
$278,458
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
Richard Mollin Work History
Richard has been registered as a financial advisor for 7 years.*
Bay Colony Advisors
Sentinel Advisory Services, LLC
*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 Richard Mollin 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
Concord, MA
Auburndale, MA
Norwell, MA
Westport, CT
Canton, CT
Norwell, MA
Acton, MA
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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