Unclaimed Profile

Robert James Glovsky

THE COLONY GROUP, LLC·BOSTON, Massachusetts

Series 1, Series 7, Series 24, Series 63Clean record27 years registeredTHE COLONY GROUP, LLC

ONE BOSTON PLACE, 11TH FLOOR, BOSTON, MA 02108CRD# 857911Firm CRD# 159289

Profile Verification

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

Identity

Robert James Glovsky · BOSTON, MA

Registration

CRD #857911 · THE COLONY GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE COLONY GROUP, LLC

THE COLONY GROUP, LLC

Jul 2012 – Feb 2024

Delray Beach, FL

MINTZ LEVIN FINANCIAL ADVISORS LLC

Oct 1998 – Aug 2012

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · October 29, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

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

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 →

Introduction

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Frequently Asked Questions

What services does Robert James Glovsky offer?

Robert James Glovsky specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Robert James Glovsky's credentials?

Robert James Glovsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Glovsky located?

Robert James Glovsky is based in BOSTON, Massachusetts, last registered with THE COLONY GROUP, LLC.

How does Robert James Glovsky charge for services?

Robert James Glovsky'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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