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James Clements Catacchio

BAY Colony Advisors

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About James Clements Catacchio

James Clements Catacchio is a registered Investment Advisor Representative with BAY Colony Advisors. James has been in the financial services industry since 2006. Prior to joining BAY Colony Advisors, James worked at Mutual Securities, Inc., The Leaders Group, Inc., NFP Securities, Inc., and Ameriprise Financial Services, Inc. James has a Series 7 and Series 66 license. James specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Selection of Other Advisors. James is also an insurance agent with various insurance companies.

Firm Information

James Catacchio 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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James Catacchio’s Registration & Firm History

MA

01/28/2010 - Present

BAY Colony Advisors (CONCORD MA)

MA

12/17/2010 - 08/02/2012

MUTUAL SECURITIES, INC. (CONCORD MA)

MA

10/28/2008 - 12/31/2010

THE LEADERS GROUP, INC. (CONCORD MA)

MA

03/12/2008 - 11/03/2008

NFP SECURITIES, INC. (BOSTON MA)

MA

02/10/2006 - 09/25/2007

AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 11/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Clements Catacchio.
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