Shawn
Tewksbury
Bay Colony Advisors
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About this Advisor
Shawn Tewksbury is a certified financial planner working out of Milford, New Hampshire with a total of 6 years of industry experience. Tewksbury is on the advisory team at Bay Colony Advisors. Over the course of their career, they have held roles at Mclarney & Company, Merrimack Valley Financial Advisors, Purshe Kaplan Sterling Investments and Bay Colony Advisory Group Inc D/B/A Bay Colony Advisors. Tewksbury maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Hampshire and Texas. Bay Colony Advisors is an advisory company operating out of Concord, MA. The firm has offices in 19 locations and a total of 23 people on staff. It controls $893 million in assets between its 3,208 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 3,208 customer accounts, 41% belong to high-net-worth investors who have more than $1 million in investable assets. Bay Colony Advisors has a wide 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 charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Bay Colony Advisors can include 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
Shawn Tewksbury Work History
Shawn has been registered as a financial advisor for 6 years.*
Bay Colony Advisory Group Inc D/B/A Bay Colony Advisors
Purshe Kaplan Sterling Investments
Merrimack Valley Financial Advisors
Mclarney & Company
*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 Tewksbury 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
Westport, CT
Norwell, MA
Acton, MA
Dorset, VT
Greenwich, CT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
