Bay Colony Advisors
42yrs
Top advisor by experience in Concord
27yrs
Based in Concord, Massachusetts, Robert Green is a fiduciary financial advisor with 27 years of industry experience. Robert has been with Bay Colony Advisors since 2014. Bay Colony Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 67 advisors with offices in Concord, and one of 59 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office86 Baker Avenue Extension Suite 310, Concord, MA 01742
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$525,100
Advisors at the firm28
States licensed ?1 state
Services through Bay Colony Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowBay Colony AdvisorsCurrent firm
Contact Robert
(978) 369-7200Bay Colony Advisors main office 86 Baker Avenue Extension Suite 310Concord, MA 01742Office · Get directions LinkedIn pageBay Colony Advisors
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Bay Colony Advisors at (978) 369-7200 and ask for Robert Green. Robert works from the Concord, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Bay Colony Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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