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Michael James Benenson

BAY Colony Advisors

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About Michael James Benenson

Michael James Benenson is an investment advisor representative with Bay Colony Advisors. Michael has been in the industry since August 1984 and has held licenses with multiple firms, including Harris Nesbitt Corp. and Lazard Freres & Co. Michael is registered to offer investment advice in Connecticut. Michael's firm, Bay Colony Advisors, provides financial planning, pension consulting, and portfolio management for both individuals and businesses. Bay Colony Advisors manages more than $1 billion in assets and has a team of more than 25 investment advisor representatives.

Firm Information

Michael Benenson 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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Michael Benenson’s Registration & Firm History

CT

03/01/2018 - Present

BAY Colony Advisors (GREENWICH CT)

NY

08/08/1995 - 09/03/2004

HARRIS NESBITT CORP. (NEW YORK NY)

NY

08/23/1984 - 01/23/1995

LAZARD FRERES & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 03/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Benenson.
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