Michael
Carlin
The Colony Group, LLC
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About this Advisor
Michael Carlin is a financial advisor based in Scottsdale, Arizona, working with The Colony Group, LLC. Michael has previously held positions at Henry+Horne Wealth Management LLC, M. S. Howells & Co, Independent Financial Group, The Colony Group, LLC, and Interocean Capital Group, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Michael is part of The Colony Group, LLC, which operates out of Scottsdale, Arizona. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Michael Carlin Work History
The Colony Group, LLC
Interocean Capital Group, LLC
M. S. Howells & Co
Independent Financial Group
Henry+Horne Wealth Management LLC
Disclosures
Please visit the SEC profile of Michael Carlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Colony Group, LLC
Babylon, NY
New York, NY
Newton Center, MA
Scottsdale, AZ
Babylon, NY
Bethesda, MD
Babylon, NY
Bethesda, MD
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