Stilson Noriyoshi Tomita

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

• 12/1997 → 11/2016
  Lpl Financial, Llc
  Boston, MA
• 11/2016 → 12/2019
  Mutual Securities, Inc
  Camarillo, CA
• 11/2016 → 09/2023
  Claro Advisors, Llc
  Boston, MA
• 09/2023 → Present
  Bay Colony Advisors
  Delray Beach, FL

Previous Registrations

• 2016-11-22 → 2023-09-19
  Claro Advisors Inc.
  Boston, MA
  Boynton Beach, FL
• 2006-07-12 → 2016-12-07
  Lpl Financial Llc
  Lexington, MA
  Boston, MA

Other Businesses

1. Infinity Group, Inc., S Corp., Start Date: 11/01/97, 75 Arlington Street, Suite 500, Boston, MA 02116, Marketing DBA, President and Treasurer, Investment Related, 0-1 hours per month, 0-1 hours per day during trading hours. 2. Independent Insurance Agent, Sole proprietor, Start Date: 11/01/78, 75 Arlington Street, Suite 500, Boston, MA 02116, Insurance Agency/Agent of Life Insurance, Not Investment Related, 0-1 hours per month, 0-1 hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-08
• S63 Uniform Securities Agent State Law Examination
  1982-05-18

Designations

• Chartered Financial Consultant

Other Names

• Stilson N Tomita