Financial ADVSR advisor directory · SEC adviser records
Colman Knight Advisory Group, LLC financial advisors in Massachusetts
Every SEC-registered investment adviser representative at a Colman Knight Advisory Group, LLC office in Massachusetts, by city and A to Z.
The short answer
3 registered advisors work at Colman Knight Advisory Group, LLC in Massachusetts, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Acton (3). 2 list the CFP designation and 0 are also registered broker representatives.
Colman Knight Advisory Group, LLC advisors by city in Massachusetts
Every firm in Massachusetts →Colman Knight Advisory Group, LLC advisors in Massachusetts, A to Z
Search by name →- Marc G. BermanActon · Certified Financial Planner
- Richard K. ColmanActon
- David K. ManteauActon · Certified Financial Planner, Chartered Financial Analyst
Colman Knight Advisory Group, LLC advisors in every state →Colman Knight Advisory Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Colman Knight Advisory Group, LLC financial advisors are in Massachusetts?
3 investment adviser representatives are registered at Colman Knight Advisory Group, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Massachusetts does Colman Knight Advisory Group, LLC have the most advisors?
Acton, with 3. Colman Knight Advisory Group, LLC has advisors in 1 city in Massachusetts.
How do I check a Colman Knight Advisory Group, LLC advisor in Massachusetts?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Colman Knight Advisory Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.