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Nicholas Peter Jon Grose

Bay Colony Advisors

Concord, MA

Fairfax, VA

CRD 7118689

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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
VA RA APPROVED 2024-05-03
  • VA RA
    APPROVED
    Since 2024-05-03

Branch Locations

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

3600 Chain Bridge Rd., Fairfax, VA 22030 • 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
Bay Colony Advisors Fairfax VA 05/2024 Present
Patomak Global Partners Washington DC 06/2022 04/2024
Alfta Gif Alfta 05/2021 06/2022
George Mason University Fairfax VA 05/2019 05/2021
Ohio University Athens OH 08/2016 05/2019
  • 05/2024 → Present
    Bay Colony Advisors
    Fairfax, VA
  • 06/2022 → 04/2024
    Patomak Global Partners
    Washington, DC
  • 05/2021 → 06/2022
    Alfta Gif
    Alfta
  • 05/2019 → 05/2021
    George Mason University
    Fairfax, VA
  • 08/2016 → 05/2019
    Ohio University
    Athens, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-23
  • S65 Uniform Investment Adviser Law Examination
    2024-04-23
Other Names
  • Nick Grose
  • Nicholas Grose

View on SEC IAPD

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