John ColleyCRD Number: 4380683
Current Firm: Colley Asset Management, Inc.
John Colley (CRD# 4380683) is an Investment Advisor Representative working at Colley Asset Management, Inc. in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Lpl Financial LLC
The Ayco Company, LP
Cetera Investment Advisers LLC
|Colley Asset Management||Saratoga Springs, NY||Mar 1994 - Current||29|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2022|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management154MILLIONS
Total Number of Accounts436ACCOUNTS
Average Account Value$353,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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