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Robert Lyle Green

BAY Colony Advisors

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About Robert Lyle Green

Robert Lyle Green is an investment advisor representative associated with Bay Colony Advisors. Robert Green has been in the industry since March 30, 2000. He is licensed to provide advisory services in Massachusetts. Robert Green's firm, Bay Colony Advisors, is a registered investment advisor with the SEC. They provide advisory services to high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Bay Colony Advisors also provides financial planning, pension consulting, and selection of other advisors.

Firm Information

Robert Green 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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Robert Green’s Registration & Firm History

MA

07/23/2014 - Present

BAY Colony Advisors (CONCORD MA)

NY

03/30/2000 - 04/18/2012

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/13/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Lyle Green.
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