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Robert Lyle Green

Bay Colony Advisors

Concord, MA

CRD 4151321

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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:

Current Employers
Bay Colony Advisors

86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2014-07-23
  • MA RA
    APPROVED_RES
    Since 2014-07-23

Branch Locations

86 Baker Avenue Extension Suite 310, Concord, MA 01742 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Green & Massimino, Llc Westford MA 07/2013 Present
Bay Colony Advisory Group, Inc. Westford MA 06/2014 Present
  • 07/2013 → Present
    Green & Massimino, Llc
    Westford, MA
  • 06/2014 → Present
    Bay Colony Advisory Group, Inc.
    Westford, MA
Other Businesses

CPA, PARTNER IN GREEN & DIMINICO, P C (PUBLIC ACCOUNTING, ACCOUNTING, TAX PREPARATION, CONSULTING) 40HRS/WK & 6HRS/WKND SINCE 9/1975

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-13
  • S66 Uniform Combined State Law Examination
    1999-12-13
Other Names
  • Bob L Green
  • Robert Green

View on SEC IAPD

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Nearby Offices

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