James Clements Catacchio

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

• 12/2009 → Present
  Bay Colony Advisors
  Concord, MA
• 01/2025 → Present
  Bay Colony Advisors
  Concord, MA
• 12/2009 → 12/2024
  Bay Colony Advisors
  Concord, MA

Previous Registrations

• 2009-09-17 → 2010-10-14
  Tlg Advisors, Inc.
  Waltham, MA
  Summit, NJ
  Concord, MA

Other Businesses

MR. CATACCHIO IS AN INSURANCE AGENT WITH VARIOUS INSURANCE COMPANIES. IN THIS SEPARATE CAPACITY, MR. CATACCHIO MAY RECOMMEND INSURANCE PRODUCTS (INCLUDING INSURANCE-BASED SECURITIES) AND RECEIVE NORMAL INSURANCE TRANSACTIONS COMMISSIONS IF PRODUCTS ARE PURCHASED THROUGH INSURANCE COMPANIES WITH WHICH HE IS AFFILIATED. Town of Carlisle, MA - Finance Committee Member - Spends less than 5% of his time per month

Exams

• S66 Uniform Combined State Law Examination
  2005-11-14