Alexander
Grose

Bay Colony Advisors

CRD#7121232
Investment Advisor
in Fairfax, VA

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About this Advisor

Alexander Grose is a financial advisor based in Fairfax, Virginia, working with Bay Colony Advisors. Alexander has previously held positions at Cityworth Mortgage, Acorn Financial Advisory Services, Inc, Bay Colony Advisors, Prmg, and Prince William Ice Center. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Alexander is part of Bay Colony Advisors, which operates out of Fairfax, Virginia. 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

Series 65

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

3600 Chain Bridge Rd.
Fairfax, VA 22030

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Bay Colony Advisors Brokerage Details

Total Assets Under Management

$1,073,790,099

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

27

VA Average: 118
Total Number of Accounts

3,757

VA Average: 4,567
Average Account Size

$285,811

VA 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

Alexander Grose Work History

2024 - Present (0 year)

Bay Colony Advisors

2019 - Present (5 years)

Prince William Ice Center

2019 - 2021 (2 years)

Acorn Financial Advisory Services, Inc

2019 - 2020 (1 year)

Prmg

2017 - 2019 (2 years)

Cityworth Mortgage

2009 - 2017 (8 years)

Student/Unemployed

Disclosures

Please visit the SEC profile of Alexander Grose 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

Nicholas Grose
Concord, MA
Michael Benenson
Greenwich, CT
Carmel Furtado
Dorset, VT
Robert Green
Concord, MA
Pamela Bakos
Concord, MA
Shawn Harrington
Concord, MA
Mitchell Glazier
Auburndale, MA
Thomas Sliney
Canton, CT

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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