Financial ADVSR advisor directory · SEC adviser records
Colman Knight Advisory Group, LLC financial advisors in Acton, MA
Every SEC-registered investment adviser representative at a Colman Knight Advisory Group, LLC office in Acton, A to Z.
The short answer
3 registered advisors work at Colman Knight Advisory Group, LLC in Acton, out of 4 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Colman Knight Advisory Group, LLC advisors in Acton, A to Z
Every Colman Knight Advisory Group, LLC advisor →- Marc G. BermanCertified Financial Planner
- Richard K. ColmanInvestment adviser rep
- David K. ManteauCertified Financial Planner, Chartered Financial Analyst
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Colman Knight Advisory Group, LLC advisors in other cities
Questions
How many financial advisors does Colman Knight Advisory Group, LLC have in Acton?
3 investment adviser representatives are registered at Colman Knight Advisory Group, LLC offices in Acton, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Colman Knight Advisory Group, LLC one of the largest advisor employers in Acton?
Colman Knight Advisory Group, LLC ranks number 1 in Acton by registered advisors, ahead of every other firm.
How do I check a Colman Knight Advisory Group, LLC advisor in Acton?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.