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Alexander Paul nathan Grose

BAY Colony Advisors

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About Alexander Paul nathan Grose

Alexander Paul nathan Grose is an investment advisor representative at Bay Colony Advisors. Alexander has been in the industry since 2017. Alexander holds a Series 65 license and is registered to provide investment advisory services in Virginia. Alexander has experience working in various roles in the financial services industry, including mortgage lending and financial advisory services. Alexander currently works with individuals, corporations, and pension plans. Alexander's firm, Bay Colony Advisors, is a financial advisory firm that provides financial planning, portfolio management, and pension consulting services.

Firm Information

Alexander Grose is currently registered with BAY Colony Advisors. BAY Colony Advisors is a wealth management firm headquartered in Concord, Massachusetts. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, pension and profit-sharing plans, and high-net-worth individuals. BAY Colony Advisors manages approximately $1.07 billion in assets.
BAY Colony Advisors

86 BAKER AVENUE EXTENSION

CONCORD, MA 01742

$1.07B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Platform fee from sub-advisers

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Alexander Grose’s Registration & Firm History

VA

05/15/2024 - Present

BAY Colony Advisors (FAIRFAX VA)

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Licenses & Designations

IA

Issued 05/09/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Paul nathan Grose.
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