This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BAY COLONY ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Oct 5, 2007

First registration

Feb 8, 2008

Dual registered

no

Other names

MATT GRAHAM|MATTHEW M GRAHAM

IAPD individual key

5372368

• Occurred

  Dec 12, 2023
  Advisor changed firm

  Matthew Michael Graham left The Patriot Financial Group, Llc for Bay Colony Advisors (registered 2024-03-08)

  Form ADVobserved 4 days ago
• Occurred

  Sep 8, 2023
  Advisor changed firm

  Matthew Michael Graham left Advice And Planning Services for The Patriot Financial Group, Llc (registered 2023-09-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:615aac68-7401-dd0a-9c31-85dbabfd33a2

First observed

Feb 8, 2008

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.