Chief Compliance Officer · Colman Knight Advisory Group, LLC
David K. Manteau
CRD 5050202 · Named on Form ADV at one SEC-registered adviser
At a glance
Colman Knight Advisory Group, LLC, an SEC-registered wealth manager based in Acton, MA with $188 million in regulatory assets, lists David K. Manteau on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Colman Knight Advisory Group, LLCChief Compliance OfficerWealth manager · Acton, MA · $188M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Gayle K. ColmanCo-Ceo, Colman Knight Advisory Group, LLC
- Richard K. ColmanCo-Ceo, Colman Knight Advisory Group, LLC
- Joseph J. ColmanPresident, Colman Knight Advisory Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.