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
Stephen Sadler (CRD# 1506642) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 37 years of experience in the finance industry.
Joseph Salvati (CRD# 4655538) is an Investment Advisor Representative working at The Colony Group, LLC in Naples, FL and has over 20 years of experience in the finance industry.
Edward Schiela (CRD# 1604152) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 36 years of experience in the finance industry.
John Schott (CRD# 4351347) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.
Stephen Schuler (CRD# 1177828) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 40 years of experience in the finance industry.
Robert Schundler (CRD# 5100640) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has 1 year of experience in the finance industry.
Adam Silvey (CRD# 6270649) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 9 years of experience in the finance industry.
Jaimie Sousa (CRD# 6236917) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has over 9 years of experience in the finance industry.
Richard Steinberg (CRD# 1556310) is an Investment Advisor Representative working at The Colony Group, LLC in Boca Raton, FL and has over 37 years of experience in the finance industry.
Stephen Stelljes (CRD# 2662725) is an Investment Advisor Representative working at The Colony Group, LLC in Boston, MA and has over 27 years of experience in the finance industry.