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).
-
Total Assets Under Management21,473MILLION
-
Total Number of Accounts20,909ACCOUNTS
-
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
Shellie Peters (CRD# 4045096) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 24 years of experience in the finance industry.
Timothy Pinch (CRD# 1506654) is an Investment Advisor Representative working at The Colony Group, LLC in Wellessley, MA and has over 37 years of experience in the finance industry.
Kenneth Pritzker (CRD# 2729591) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 27 years of experience in the finance industry.
Matthew Rapoport (CRD# 4806036) is an Investment Advisor Representative working at The Colony Group, LLC in Babylon, NY and has over 19 years of experience in the finance industry.
Tyler Rich (CRD# 6881176) 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.
Eric Rosenberg (CRD# 2937604) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 26 years of experience in the finance industry.
Steven Rothenberg (CRD# 2245928) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 31 years of experience in the finance industry.
Sheryl Rothman (CRD# 2383854) is an Investment Advisor Representative working at The Colony Group, LLC in Babylon, NY and has 1 year of experience in the finance industry.
Ronald Rubin (CRD# 3152916) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 25 years of experience in the finance industry.
Matthew Ryan (CRD# 2148177) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 20 years of experience in the finance industry.