Home
›
Firms
›
THE COLONY GROUP, LLC
THE COLONY GROUP, LLC
BOSTON, Massachusetts
·
12 registered advisors
·
CRD# 159289
SEC# 801-72862
96
617-723-8200
01
Firm Overview
AUM
$21.5B
Regulatory assets under management
Employees
1390
Total firm employees
Advisors
12
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 Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at THE COLONY GROUP, LLC
12 registered advisors
Brian William Katz
BOSTON, Massachusetts
CRD# 4650594
Cary Paul Geller
BOSTON, Massachusetts
CRD# 4394126
Elisabeth Louise Talbot
BOSTON, Massachusetts
CRD# 1588509
John Christopher White
BOSTON, Massachusetts
CRD# 2868463
Michael Jeffrey Nathanson
BOSTON, Massachusetts
CRD# 4861134
Nadine Gordon Lee
BOSTON, Massachusetts
CRD# 3006825
Richard David Steinberg
BOSTON, Massachusetts
CRD# 1556310
Robert James Glovsky
BOSTON, Massachusetts
CRD# 857911
Ronald Joseph Rubin
BOSTON, Massachusetts
CRD# 3152916
Sheila Ann Ryan
BOSTON, Massachusetts
CRD# 4314743
Stephen Raymond Stelljes
BOSTON, Massachusetts
CRD# 2662725
Stephen Thomas Sadler
BOSTON, Massachusetts
CRD# 1506642
05
Office Locations
BOSTON, Massachusetts
12 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.