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Brian William Katz

THE COLONY GROUP, LLC·BOSTON, Massachusetts
Clean record23 years registeredTHE COLONY GROUP, LLC
ONE BOSTON PLACE, 11TH FLOOR, BOSTON, MA 02108CRD# 4650594Firm CRD# 159289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian William Katz · BOSTON, MA
Registration
CRD #4650594 · THE COLONY GROUP, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Jan 2012 – present
THE COLONY GROUP, LLC
May 2003 – Dec 2011
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · May 12, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE COLONY GROUP, LLC
CRD 159289 · SEC 801-72862
AUM
$21.5B
Regulatory assets under management
Employees
1,390
20,909 client accounts
Services offered by THE COLONY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at THE COLONY GROUP, LLC →
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05

Frequently Asked Questions

What services does Brian William Katz offer?
Brian William Katz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Brian William Katz's credentials?
Brian William Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian William Katz located?
Brian William Katz is based in BOSTON, Massachusetts, working with THE COLONY GROUP, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Brian William Katz charge for services?
Brian William Katz's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: rev. sharing w/ frs and on eligible credit & cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE COLONY GROUP, LLC?
THE COLONY GROUP, LLC has approximately 1390 employees and manages $21.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE COLONY GROUP, LLC

Elisabeth Louise Talbot
BOSTON, MA
Nadine Gordon Lee
BOSTON, MA
Cary Paul Geller
BOSTON, MA
Richard David Steinberg
BOSTON, MA
Ronald Joseph Rubin
BOSTON, MA
Sheila Ann Ryan
BOSTON, MA

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Research
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