Unclaimed Profile

Terri Ann Feeney

THE COLONY GROUP, LLC·BOSTON, Massachusetts

THE COLONY GROUP, LLC

ONE BOSTON PLACE, 11TH FLOOR, BOSTON, MA 02108CRD# 6774431Firm CRD# 159289

Profile Verification

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

Identity

Terri Ann Feeney · BOSTON, MA

Registration

CRD #6774431 · THE COLONY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Terri Ann Feeney 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# 6774431

Firm CRD# 159289

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terri Ann Feeney offer?

Terri Ann Feeney specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Terri Ann Feeney's credentials?

Terri Ann Feeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terri Ann Feeney located?

Terri Ann Feeney 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 Terri Ann Feeney charge for services?

Terri Ann Feeney'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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