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Stephen M Daglio

BAY Colony Advisors

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About Stephen M Daglio

Stephen Daglio is an investment advisor representative who is currently registered with Bay Colony Advisors and Essential Asset Management, LLC. Stephen has been in the industry since February 1999. He is registered in Massachusetts and Texas. His firm, Bay Colony Advisors, is a registered investment advisor with approximately $1 billion in assets under management. Stephen provides financial planning, pension consulting and portfolio management services for individuals and businesses. He has a background in insurance and has worked as an independent insurance agent. Stephen also holds licenses for Series 63, Series 66, and Series 7.

Firm Information

Stephen Daglio 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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Stephen Daglio’s Registration & Firm History

MA

02/23/2023 - Present

BAY Colony Advisors (NORWELL MA)

MA

02/02/1999 - 10/23/2009

FIDELITY BROKERAGE SERVICES LLC (BRAINTREE MA)

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Licenses & Designations

BOTH

Issued 11/10/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen M Daglio.
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