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Karla Anne Sullivan

THE COLONY GROUP, LLC·BOSTON, Massachusetts
THE COLONY GROUP, LLC
ONE BOSTON PLACE, 11TH FLOOR, BOSTON, MA 02108CRD# 7721107Firm CRD# 159289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karla Anne Sullivan · BOSTON, MA
Registration
CRD #7721107 · THE COLONY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Karla Anne Sullivan is a registered financial advisor based in BOSTON, Massachusetts, affiliated with THE COLONY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
THE COLONY GROUP, LLC
THE COLONY GROUP, LLC
AUM
$21.5B
Regulatory assets under management
Employees
1390
Total firm employees
View all advisors at THE COLONY GROUP, LLC →
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Regulatory
SEC/IARD CRD# 7721107
Firm CRD# 159289
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karla Anne Sullivan offer?
Karla Anne Sullivan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Karla Anne Sullivan's credentials?
Karla Anne Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karla Anne Sullivan located?
Karla Anne Sullivan 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 Karla Anne Sullivan charge for services?
Karla Anne Sullivan'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

Brian William Katz
BOSTON, MA
Elisabeth Louise Talbot
BOSTON, MA
John Christopher White
BOSTON, MA
Nadine Gordon Lee
BOSTON, MA
Stephen Raymond Stelljes
BOSTON, MA
Zinovy Iosovich
BOSTON, MA

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Research
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