Financial ADVSR advisor directory · SEC adviser records
Colony Family Offices, LLC financial advisors
Every SEC-registered investment adviser representative at Colony Family Offices, LLC, by the state and city of the office they work from.
The short answer
7 registered advisors work at Colony Family Offices, LLC, in 1 state and 1 city; the most are in Charlotte, NC (7). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Colony Family Offices, LLC advisor by name →Who joined and left Colony Family Offices, LLC →Colony Family Offices, LLC: assets, clients and custodians →
Cities with the most Colony Family Offices, LLC advisors
Colony Family Offices, LLC advisors by state
Questions
How many financial advisors does Colony Family Offices, LLC have?
7 investment adviser representatives are registered with Colony Family Offices, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Colony Family Offices, LLC have the most advisors?
Charlotte, NC, with 7 registered advisors. By state, North Carolina has the most, with 7.
How do I find a Colony Family Offices, LLC financial advisor near me?
Pick your state below, then your city, to see every Colony Family Offices, LLC advisor registered at an office there. Each one 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. An advisor registered at Colony Family Offices, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →