The Colony Group, LLC

The Colony Group, LLC (CRD# 159289) is a financial advisory firm headquartered in Boston, MA. They manage $18,879,638,392 in 20,099 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,880
    MILLION
  • Total Number of Accounts
    20,099
    ACCOUNTS
  • Average Account Value
    $939,332
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Colony Group, LLC
Showing 11 - 20 of 157 top financial advisors.
11
Debra K. Brede
CRD#: 1174312
1253 Highland Avenue, Needham, MA 02492

Debra Brede (CRD# 1174312) is an Investment Advisor Representative working at The Colony Group, LLC in Needham, MA and has over 40 years of experience in the finance industry.

12
David L. Brodsky
CRD#: 4409756
93 Worcester Street, 4th Floor, Wellesley, MA 02481

David Brodsky (CRD# 4409756) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 22 years of experience in the finance industry.

13
Carol W. Cassoli
CRD#: 4954178
93 Worcester Street, 4th Floor, Wellesley, MA 02481

Carol Cassoli (CRD# 4954178) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 18 years of experience in the finance industry.

14
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.

15
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 17 years of experience in the finance industry.

16
Ian C. Cole
CRD#: 5572479
One Boston Place, 11th Floor, 201 Washington Street, Boston, MA 02108

Ian Cole (CRD# 5572479) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 13 years of experience in the finance industry.

17
Miriam F. Cooper
CRD#: 2255386
33 Broad Street, Suite 700, Boston, MA 02109

Miriam Cooper (CRD# 2255386) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 31 years of experience in the finance industry.

18
Jeffrey T. Craig
CRD#: 4392332
One Boston Place, 11th Floor, 201 Washington Street, Boston, MA 02108

Jeffrey Craig (CRD# 4392332) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 22 years of experience in the finance industry.

19
James T. Da Silva
CRD#: 4855473
93 Worcester Street, 4th Floor, Wellesley, MA 02481

James Da Silva (CRD# 4855473) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 19 years of experience in the finance industry.

20
Dawn E. Doebler
CRD#: 5063322
7475 Wisconsin Ave., Suite 600, Bethesda, MD 20814

Dawn Doebler (CRD# 5063322) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.

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