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Joseph James Knight Colman

COLMAN KNIGHT ADVISORY GROUP, LLC·ACTON, Massachusetts
Series 65Clean record6 years registeredCOLMAN KNIGHT ADVISORY GROUP, LLC
530 GREAT ROAD, ACTON, MA 01720CRD# 7075939Firm CRD# 119696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph James Knight Colman · ACTON, MA
Registration
CRD #7075939 · COLMAN KNIGHT ADVISORY GROUP, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

COLMAN KNIGHT ADVISORY GROUP, LLC
Jan 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 23, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLMAN KNIGHT ADVISORY GROUP, LLC
CRD 119696 · SEC 801-61940
AUM
$152M
Regulatory assets under management
Employees
5
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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05

Frequently Asked Questions

What services does Joseph James Knight Colman offer?
Joseph James Knight Colman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ACTON, Massachusetts for a consultation.
What are Joseph James Knight Colman's credentials?
Joseph James Knight Colman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph James Knight Colman located?
Joseph James Knight Colman is based in ACTON, Massachusetts, working with COLMAN KNIGHT ADVISORY GROUP, LLC. Their office serves clients in the ACTON metropolitan area and surrounding communities.
How does Joseph James Knight Colman charge for services?
Joseph James 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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Other Advisors at COLMAN KNIGHT ADVISORY GROUP, LLC

Gayle Knight Colman
ACTON, MA
Richard Keith Colman
ACTON, MA

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