The Colony Group, LLC
The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $21,472,648,180 in 20,909 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management21,473MILLION
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Total Number of Accounts20,909ACCOUNTS
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Average Account Value$1,026,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Stephen Stelljes (CRD# 2662725) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 27 years of experience in the finance industry.
Connor Sullivan (CRD# 6125321) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 11 years of experience in the finance industry.
Erin Sullivan (CRD# 6116550) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 11 years of experience in the finance industry.
Gail Sullivan (CRD# 4345779) is an Investment Advisor Representative working at The Colony Group, LLC in Westford, MA and has over 13 years of experience in the finance industry.
Elisabeth Talbot (CRD# 1588509) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Nikol Tennant (CRD# 4659208) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry.
Jonathan Thrun (CRD# 2413499) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 30 years of experience in the finance industry.
Janet Tighe (CRD# 4569271) is an Investment Advisor Representative working at The Colony Group, LLC in Portland, OR and has 1 year of experience in the finance industry.
Kittye Tilford (CRD# 6867234) is an Investment Advisor Representative working at The Colony Group, LLC in Denver, CO and has 1 year of experience in the finance industry.
David Tremblay (CRD# 6515926) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 7 years of experience in the finance industry.