Unclaimed Profile

Gayle Knight Colman

COLMAN KNIGHT ADVISORY GROUP, LLC·ACTON, Massachusetts

Series 7, Series 63Clean record23 years registeredCOLMAN KNIGHT ADVISORY GROUP, LLC

530 GREAT ROAD, ACTON, MA 01720CRD# 1397812Firm CRD# 119696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gayle Knight Colman · ACTON, MA

Registration

CRD #1397812 · COLMAN KNIGHT ADVISORY GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COLMAN KNIGHT ADVISORY GROUP, LLC

COLMAN KNIGHT ADVISORY GROUP, LLC

Apr 2003 – Sep 2025

Acton, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLMAN KNIGHT ADVISORY GROUP, LLC

CRD 119696 · SEC 801-61940

AUM

$152M

Regulatory assets under management

Employees

383 client accounts

Services offered by COLMAN KNIGHT ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COLMAN KNIGHT ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Gayle Knight Colman offer?

Gayle Knight Colman specializes in Financial Planning, Investment Management, Wealth Management.

What are Gayle Knight Colman's credentials?

Gayle Knight Colman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gayle Knight Colman located?

Gayle Knight Colman is based in ACTON, Massachusetts, last registered with COLMAN KNIGHT ADVISORY GROUP, LLC.

How does Gayle Knight Colman charge for services?

Gayle Knight Colman's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLMAN KNIGHT ADVISORY GROUP, LLC?

COLMAN KNIGHT ADVISORY GROUP, LLC has approximately 5 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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