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Matthew Michael Graham

BAY Colony Advisors

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About Matthew Michael Graham

Matthew Michael Graham is an Investment Advisor Representative associated with BAY Colony Advisors, a firm with offices in ADA, MI and CONCORD, MA. Matthew has been in the industry since 2007 and has been associated with BAY Colony Advisors since November 2023. Matthew is licensed to provide investment advisory services in Michigan.

Firm Information

Matthew Graham 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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Matthew Graham’s Registration & Firm History

MI

03/08/2024 - Present

BAY Colony Advisors (ADA MI)

MI

03/09/2018 - 09/08/2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (GRAND RAPIDS MI)

NH

09/29/2007 - 06/27/2017

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 02/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Michael Graham.
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