Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silas? Claim Your ProfileSilas Witherbee is an investment advisor representative with Bay Colony Advisors. Silas has been in the industry for over 30 years and holds several securities licenses, including Series 3, 7, 10, 63, 65, and SIE. Silas was previously employed at Cantella & Co., Inc., Janney Montgomery Scott LLC, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Silas is a specialist in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Platform fee from sub-advisers
1
2
MA
02/02/2021 - Present
BAY Colony Advisors (ACTON MA)
MA
03/12/2010 - 02/16/2021
CANTELLA & CO., INC. (Acton MA)
MA
12/13/2002 - 03/18/2010
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
NY
03/09/2002 - 12/19/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
04/10/1995 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
07/31/1993 - 05/04/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
11/21/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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