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
Daniel McDonald (CRD# 5099046) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Susan Miller (CRD# 4199655) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 23 years of experience in the finance industry.
Nina Mitchell (CRD# 1968694) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 29 years of experience in the finance industry.
Peter Mitrano (CRD# 2649023) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 28 years of experience in the finance industry.
Barry Morgan (CRD# 5873317) is an Investment Advisor Representative working at The Colony Group, LLC in Needham, MA and has over 13 years of experience in the finance industry.
Tyler Murphy (CRD# 6261102) 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.
John Murray (CRD# 4341104) 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.
Michael Nathanson (CRD# 4861134) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 14 years of experience in the finance industry.
Darren Norton (CRD# 3146276) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 25 years of experience in the finance industry.
David Olson (CRD# 4726228) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 20 years of experience in the finance industry.