Shawn Richard Tewksbury

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

• 05/1994 → 04/2017
  Mclarney & Company
  Chelmsford, MA
• 05/1998 → 05/2017
  Merrimack Valley Financial Advisors
  Chelmsford, MA
• 04/2003 → 04/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2017 → Present
  Bay Colony Advisory Group Inc D/B/A Bay Colony Advisors
  Milford, NH

Previous Registrations

• 2000-07-02 → 2017-05-17
  Merrimack Valley Financial Advisors, Inc.
  Chelmsford, MA

Other Businesses

1. Independent Insurance Agent - Non-Investment Related - Non-variable Insurance - At reported location - 1-5 Hours/Month - Providing insurance services to clients 2. d/b/a Tewks Wealth Management, LLC - Investment related - Accounting & Tax Services and conducts advisory business- At reported location - 120 hrs/month - offers Accounting and Tax Services separately and conducts advisory business under d/b/a

Exams

• S66 Uniform Combined State Law Examination
  1999-05-05

Designations

• Certified Financial Planner