Robert Lyle Green
Investment adviser representative at Bay Colony Advisors
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Bay Colony AdvisorsJul 2014 to now
- Bay Colony Advisory Group, Inc.Jun 2014 to now
- Green & Massimino, LLCJul 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
Bay Colony Advisors
Legal name: Bay Colony Advisory Group, Inc.
$1.4BAssets managed
2,668Clients
27Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4151321
- Firm CRD
- 152583