Michael E. Daudelin

ALLEGIANCE FINANCIAL SERVICES

Hingham, MA 02043

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CRD#: 1466329

Professional summary

Michael Edward Daudelin is a registered financial advisor currently at ALLEGIANCE FINANCIAL SERVICES, INC. located in Hingham, Massachusetts and BAY COLONY ADVISORS located in Hingham, Massachusetts.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Michael has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Daudelin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 7, 2000 - Present

ALLEGIANCE FINANCIAL SERVICES, INC.

Office #1: 99 Derby Street Suite 303, Hingham, MA 02043

RIA

CRD#: 123847

Hingham, MA

Current

July 16, 2025 - Present

BAY COLONY ADVISORS

Office #1: 99 Derby Street Suite 200, Hingham, MA 02043

RIA

CRD#: 152583

HINGHAM, MA

Current

May 7, 2026 - Present

FARTHER

Office #1: 99 Derby Street Suite 200, Hingham, MA 02043

RIA

CRD#: 302050

HINGHAM, MA

Past

November 8, 2000 - September 13, 2007

TRIAD ADVISORS LLC

CRD#: 25803

NORWELL, MA

Past

May 29, 1992 - November 7, 2000

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

September 5, 1986 - May 19, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 12, 1986 - September 5, 1986

WELCO SECURITIES, INC.

CRD#: 14061

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(7/7/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/25/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael E. Daudelin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Daudelin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGIANCE FINANCIAL SERVICES, INC.

BAY COLONY ADVISORS

FARTHER

TRIAD ADVISORS LLC

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELCO SECURITIES, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/1995

Series 63

Date: 7/25/1986

Series 7

Date: 5/17/1986

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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