Matthew Michael Graham
Investment Adviser Representative at BAY Colony Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Michael Graham is an investment adviser representative with BAY Colony Advisors in Ada, MI, where they have been registered since 2023. They have worked in the securities industry since 2008 and have been registered with 4 firms, including The Patriot Financial Group, LLC and Advice and Planning Services. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services, LLCJun 2007 – Jun 2017Merrimack, NH
- Strategic Advisers, Inc.Jun 2007 – Jun 2017Merrimack, NH
- TIAAMar 2018 – Sep 2023Grand Rapids, MI
- Tiaa-cref Individual & Institutional Services, LLCMar 2018 – Sep 2023Grand Rapids, MI
- UnemployedJul 2017 – Mar 2018Ada, MI
- Fidelity InvestmentsJun 2007 – Jul 2017Merrimack, NH
- The Patriot Financial Group, LLCSep 2023 – Nov 2023Ada, MI
- BAY Colony AdvisorsNov 2023 – no end date reportedAda, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BAY Colony Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Concord, MA
- SEC file number:
- 801-107792
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at BAY Colony Advisors
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Michael Graham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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