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
Kevion Latham (CRD# 6045782) is an Investment Advisor Representative working at The Colony Group, LLC in Cranberry Townshpi, PA and has over 11 years of experience in the finance industry.
Lauren Ledger (CRD# 6659087) 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.
Jonathan Lee (CRD# 6249472) is an Investment Advisor Representative working at The Colony Group, LLC in New York, NY and has over 10 years of experience in the finance industry.
Nadine Lee (CRD# 3006825) is an Investment Advisor Representative working at The Colony Group, LLC in Greenwich, CT and has over 26 years of experience in the finance industry.
Lisa Longest (CRD# 4459680) is an Investment Advisor Representative working at The Colony Group, LLC in Richmond, VA and has over 22 years of experience in the finance industry.
Jay Lupica (CRD# 5319889) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 17 years of experience in the finance industry.
Frederick Macdonald (CRD# 4569244) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Roderick Macdonald (CRD# 4910132) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 19 years of experience in the finance industry.
Marissa Malone (CRD# 6971105) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 5 years of experience in the finance industry.
Erin Manganello (CRD# 4899151) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 19 years of experience in the finance industry.