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).
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Total Assets Under Management18,880MILLION
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Total Number of Accounts20,099ACCOUNTS
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Average Account Value$939,332
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.