Stephen
Daglio
Bay Colony Advisors
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About this Advisor
Stephen Daglio is a financial advisor who works in Norwell, Massachusetts who has 8 years of industry experience. Daglio is currently employed by Bay Colony Advisors. Throughout their career, they have worked at Bay Colony Advisors and Essential Asset Management, LLC. Daglio has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to operate in Massachusetts and Texas. Bay Colony Advisors is a financial advisory firm that has its headquarters in Concord, MA. The investment advisory business has offices in 19 locations and a total of 23 advisors. It controls $893 million in assets across its 3,208 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 3,208 accounts, 41% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a diverse assortment 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. Fees for financial advice usually vary depending on the type of financial services offered. However, fees charged by Bay Colony Advisors likely are comprised 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
Stephen Daglio Work History
Stephen has been registered as a financial advisor for 8 years.*
Bay Colony Advisors
Essential Asset Management, 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 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
Auburndale, MA
Concord, MA
Canton, CT
Norwell, MA
Westport, CT
Acton, MA
Norwell, 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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