Matthew Michael Graham
Investment adviser representative at Bay Colony Advisors
16 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
16 years in the industry.
- Bay Colony AdvisorsNov 2023 to now
- The Patriot Financial Group, LLCSep 2023 to Nov 2023
- TIAAMar 2018 to Sep 2023
- TIAA-CREF Individual & Institutional Services, LLCMar 2018 to Sep 2023
- UnemployedJul 2017 to Mar 2018
- Fidelity InvestmentsJun 2007 to Jul 2017
- Fidelity Brokerage Services, LLCJun 2007 to Jun 2017
- Strategic Advisers, Inc.Jun 2007 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5372368
- Firm CRD
- 152583