THE COLONY GROUP, LLC

BOSTON, Massachusetts·17 registered advisors·CRD# 159289
SEC# 801-7286296617-723-8200
01

Firm Overview

AUM
$21.5B
Regulatory assets under management
Employees
1390
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at THE COLONY GROUP, LLC

17 registered advisors
Brian William Katz
BOSTON, Massachusetts
Cary Paul Geller
BOSTON, Massachusetts
Elisabeth Louise Talbot
BOSTON, Massachusetts
Gina Kulig Bradley
BOSTON, Massachusetts
John Christopher White
BOSTON, Massachusetts
Karla Anne Sullivan
BOSTON, Massachusetts
Michael Jeffrey Nathanson
BOSTON, Massachusetts
Nadine Gordon Lee
BOSTON, Massachusetts
Richard David Steinberg
BOSTON, Massachusetts
Robert James Glovsky
BOSTON, Massachusetts
Ronald Joseph Rubin
BOSTON, Massachusetts
Sheila Ann Ryan
BOSTON, Massachusetts
Stephen Raymond Stelljes
BOSTON, Massachusetts
Stephen Thomas Sadler
BOSTON, Massachusetts
Terri Ann Feeney
BOSTON, Massachusetts
Vincent Joseph Gratch
BOSTON, Massachusetts
Zinovy Iosovich
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
17 advisors

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Data sourced from SEC Form ADV filings. THE COLONY GROUP, LLC (CRD# 159289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.