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Francois Jerome Ducroux

Bay Colony Advisors
27 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Bay Colony Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

86 Baker Avenue Extension, Suite 310, Concord, MA, 01742

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bay Colony Advisors
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Winslow, Evans & Crocker, INC.
October 2009 - July 2020 · 10 yrs 9 mos
Winslow, Evans & Crocker, INC.Broker
September 2009 - July 2020 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - September 2009 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - September 2009 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
May 2000 - December 2005 · 5 yrs 7 mos
Prudential Securities IncorporatedBroker
January 1999 - May 2000 · 1 yr 4 mos
Dean Witter Reynolds INC.Broker
January 1998 - January 1999 · 1 yr
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Francois Jerome Ducroux - Financial Advisor | TrueAdvisor