Stilson Tomita

from Bay Colony Advisors
SEC regulated
Regulated Investment Advisor
Stilson Tomita is a financial advisor based in Massachusetts, Concord, with 43 years of experience. Stilson currently works for Bay Colony Advisors. Stilson maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stilson Tomita works at Bay Colony Advisors
Bay Colony Advisors is a financial advisory firm based in Concord, Massachusetts. It currently has approximately $836,151,463 of assets under management and employs about 23 people. Bay Colony Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and platform fee from sub-advisers.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and platform fee from sub-advisers
Office location
86 Baker Avenue Extension, Suite 310, Concord, Massachusetts, 1742

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