The Colony Group, LLC

The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $11,550,824,070 in 15,013 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,551
    MILLION
  • Total Number of Accounts
    15,013
    ACCOUNTS
  • Average Account Value
    $769,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

Financial Advisors at The Colony Group, LLC
Showing 1 - 10 of 100 top financial advisors.
1
Jebalakshi A. Arnold
CRD#: 4920455
11 South Main Street, Suite 501, Concord, NH 03301

Jebalakshi Arnold (CRD# 4920455) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has over 15 years of experience in the finance industry. Jebalakshi Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Karen L. Baer
CRD#: 1375762
28 S. Washington Street, Easton, MD 21601

Karen Baer (CRD# 1375762) is an Investment Advisor Representative working at The Colony Group, LLC in Easton, MD and has over 25 years of experience in the finance industry.

3
Frederick T. Baird
CRD#: 6049496
180 Linden Street, Suite 8a, Wellesley, MA 02482

Frederick Baird (CRD# 6049496) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 3 years of experience in the finance industry.

4
Ian D. Barclay
CRD#: 4365413
1718 Gaylord Street, Denver, CO 80206

Ian Barclay (CRD# 4365413) is an Investment Advisor Representative working at The Colony Group, LLC in Denver, CO and has 1 year of experience in the finance industry.

5
Andrew Z. Belastock
CRD#: 6939736
2 Atlantic Avenue, Boston, MA 02110

Andrew Belastock (CRD# 6939736) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 2 years of experience in the finance industry.

6
Aaron D. Bock
CRD#: 5947001
One Boston Place, 11th Floor, 201 Washington Street, Boston, MA 02108

Aaron Bock (CRD# 5947001) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

7
Diane Chadwick
CRD#: 4710503
11 South Main Street, Suite 501, Concord, NH 03301

Diane Chadwick (CRD# 4710503) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has over 17 years of experience in the finance industry.

8
Edward A. Ciancarelli
CRD#: 6778141
2 Atlantic Avenue, Boston, MA 02110

Edward Ciancarelli (CRD# 6778141) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

9
John F. Clark
CRD#: 4880885
5150 Tamiami Trail North, Suite 601, Naples, FL 34103

John Clark (CRD# 4880885) is an Investment Advisor Representative working at The Colony Group, LLC in Naples, FL and has over 13 years of experience in the finance industry. John Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Ian C. Cole
CRD#: 5572479
2 Atlantic Avenue, Boston, MA 02110

Ian Cole (CRD# 5572479) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 10 years of experience in the finance industry.

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