Stephen
Daglio
Bay Colony Advisors
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About this Advisor
Stephen Daglio is a financial advisor based in Norwell, Massachusetts, working with Bay Colony Advisors. Stephen has previously held positions at Bay Colony Advisors and Essential Asset Management, LLC. Stephen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Stephen is part of Bay Colony Advisors, which operates out of Norwell, 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
Services Offered
Fee Structure
Office Location
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Bay Colony Advisors Brokerage Details
$1,073,790,099
27
3,757
$285,811
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
Stephen Daglio Work History
Bay Colony Advisors
Essential Asset Management, LLC
Disclosures
Please visit the SEC profile of Stephen Daglio 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
Greenwich, CT
Concord, MA
Dorset, VT
Concord, MA
Concord, MA
Auburndale, MA
Concord, MA
Norwell, 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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