John Winthrop Ohl

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 → 12/2024
  Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors
  Concord, MA
• 06/2000 → Present
  Bay Colony Advisory Group, Inc
  Concord, MA
• 12/2009 → Present
  Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors
  Concord, MA

Previous Registrations

• 2008-10-29 → 2010-10-14
  Tlg Advisors, Inc.
  Waltham, MA
  Summit, NJ
  Concord, MA
• 2008-06-16 → 2008-10-27
  Ic Advisory Services, Inc.
  Waltham, MA
  Bedminster, NJ

Other Businesses

1. Inlet Group, LLC, Not Investment ­Related, BCH FL, Real Estate Rental and Property Management, Co ­Owner, 03/2013, 4 hrs/Month spent on this activity. 2. Portico Properties, LLC, Not Investment ­Related, BCH FL, Real Estate Rental, Development and Property Management, Co ­Owner, 09/2012, 4 Hrs/Month spent on this activity. 3. Independent Insurance Agent, 8 Hrs/Month spent on this activity. Investment Related. 4. Finance Committee Member of St. Julia Parish, Weston MA, 1 hr/Quarter spent on this activity. Investment Related. 5. Independent, Individual rental income, 1 hr/month spent on this activity. Not Investment Related. 6. Tegus - Consultant. 10/2022 to Present. Not Investment Related. 200 N. LaSalle Street, Suite 1100, Chicago, IL 60601. Duties include answering questions and giving reliable but non-specific information about the investment adviser industry and his registered investment adviser firm to be used anonymously on the Tegus Platform for subscribers to use. 1 hr./month spent on this activity with compensation. 7. Equine Legends LLC - 9/2024 to Present. Not Investment Related. Managing Member, Duties include: management of the operations of thoroughbred breeding in Lexington Kentucky. 4 hour/ month spent on this activity with compensation. 8. True Origin LLC - 1/2025 to Present. Not Investment Related. Co-Founder. Duties include strategic planning for the company. Nature of the business is search engine optimization. 2 hours/week spent on this activity. 15 Timber Ledge Drive, Holliston, MA 01742.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-29
• S63 Uniform Securities Agent State Law Examination
  1986-10-09

Other Names

• John W Ohl