Francois Jerome Ducroux

Employer firm

Bay Colony Advisors CRD 152583

$1.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 07/2020
  Winslow, Evans & Crocker, Inc.
  Boston, MA
• 07/2020 → Present
  Bay Colony Advisory Group, Inc.
  Concord, MA

Previous Registrations

• 2009-10-06 → 2020-07-16
  Winslow, Evans & Crocker, Inc.
  Boston, MA
  Boston, MA
• 2008-01-15 → 2009-09-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-22
• S63 Uniform Securities Agent State Law Examination
  1998-01-12

Other Names

• Francois J Ducroux
• Francois J Dugroux
• Frank Ducroux