Shawn
Harrington

Bay Colony Advisors

CRD#4159172
Investment Advisor
in Concord, MA

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About this Advisor

Shawn Harrington is a financial advisor who works in Concord, Massachusetts. Harrington currently works for Bay Colony Advisors. During their career, Harrington has held roles at Hagin Investment Management and Bay Colony Advisors. Harrington holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Vermont. Bay Colony Advisors is a registered investment company operating out of Concord, MA. The investment advisory business has offices in 19 locations and a total of 23 financial advisors. It handles $893 million in total assets across its 3,208 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 3,208 client accounts, 41% are associated with high-net-worth individuals who have at least $1 million in investable assets. Bay Colony Advisors has a diverse array 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 management fee schedules largely depend on which service is provided. However, fee types billed by Bay Colony Advisors can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

$893,291,993

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

23

MA Average: 118
Total Number of Accounts

3,208

MA Average: 4,567
Average Account Size

$278,458

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

Shawn Harrington Work History

Shawn has been registered as a financial advisor for 0 years.*

2016 - Present (8 years)

Bay Colony Advisors

2016 - 2016 (< 1 year)

Hagin Investment Management

2012 - 2016 (4 years)

Hagin Investment Management

*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 Shawn Harrington 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
Silas Witherbee
Acton, MA
Carmel Furtado
Dorset, VT
Elizabeth Vallone
Norwell, MA

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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