Nicholas Peter jon Grose
Investment adviser representative at Bay Colony Advisors
10 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
10 years in the industry.
- Bay Colony AdvisorsMay 2024 to now
- Patomak Global PartnersJun 2022 to Apr 2024
- Alfta GifMay 2021 to Jun 2022
- George Mason UniversityMay 2019 to May 2021
- Ohio UniversityAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7118689
- Firm CRD
- 152583