Richard Colman, financial advisor Carlisle MA

Richard Colman

CRD Number: 4624978
Current Firm: Colman Knight Advisory Group, LLC

Richard Colman (CRD# 4624978) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Colman Knight Advisory Group, Llc (f/k/a Colman Knight Adv. Grp) Acton, MA Jun 1988 - Current 35
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Richard K. Colman
Phone Number: 978-371-2015
Registered State(s):
  • ME
  • MA
  • NH
  • TX
Current Firm Details
Colman Knight Advisory Group, LLC
Firm's CRD Number: 119696
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $407,488
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, MA, ME, NH, NY, SC, TX

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