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John Richard Brodacki

BAY Colony Advisors

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About John Richard Brodacki

John Richard Brodacki is an investment advisor representative at Bay Colony Advisors. John has been in the financial services industry since 2002 and has a Series 7, Series 66, and SIE license. John has previously worked at Equity Services, Inc. and American Express Financial Advisors Inc. John also serves as a director for the Tim Brewster Memorial Scholarship Fund and is an agent broker for several insurance companies.

Firm Information

John Brodacki 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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John Brodacki’s Registration & Firm History

MA

12/21/2017 - Present

BAY Colony Advisors (CONCORD MA)

MA

04/05/2005 - 05/31/2017

EQUITY SERVICES, INC. (LONGMEADOW MA)

MN

01/24/2002 - 03/24/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/24/2002 - 03/24/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/13/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Richard Brodacki.
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