Kathryn CollingsCRD Number: 2842111
Current Firm: The Colony Group, LLC
Kathryn Collings (CRD# 2842111) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 25 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|The Colony Group, LLC||Boston, MA||Jun 2019 - Current||3|
|U. S. Boston Capital Corporation||Lincoln, MA||Jan 1997 - Jun 2019||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1997|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management18,639MILLIONS
Total Number of Accounts17,683ACCOUNTS
Average Account Value$1,054,048
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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