Unclaimed Profile

Nadine Gordon Lee

THE COLONY GROUP, LLC·BOSTON, Massachusetts

THE COLONY GROUP, LLC

TWO ATLANTIC AVENUE, BOSTON, MA 02110CRD# 3006825Firm CRD# 159289

Profile Verification

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

Identity

Nadine Gordon Lee · BOSTON, MA

Registration

CRD #3006825 · THE COLONY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Nadine Gordon Lee 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.

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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Firm Overview

Firm

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

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# 3006825

Firm CRD# 159289

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nadine Gordon Lee offer?

Nadine Gordon Lee specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Nadine Gordon Lee's credentials?

Nadine Gordon Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nadine Gordon Lee located?

Nadine Gordon Lee 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 Nadine Gordon Lee charge for services?

Nadine Gordon Lee'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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