William
Blase
The Colony Group, LLC
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About this Advisor
William Blase is a chartered financial consultant operating out of Los Angeles, California with 1 year of industry experience. Blase is an advisor for The Colony Group, LLC. Throughout their career, Blase has worked at Deutsche Bank Securities Inc, Francais Volants De Paris Hockey Club, Clean Energy Fuels, Global Hunter Securities, Us State Department - Embassy Paris, Sciencespo Paris, Raymond James & Associates, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Lourd Murray/Capital Management, Bank Of America, N.A, Citigroup Global Markets Inc and The Colony Group, LLC. Blase maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. The Colony Group, LLC is a firm based in Boston, MA. The firm has offices in 20 locations and a total of 360 employees. It has $19 billion in total assets among its 20,099 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 49 charitable organizations. Of its 20,099 client accounts, 72% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The Colony Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by The Colony Group, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$18,829,209,229
360
20,099
$936,823
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
- Selection of other advisers
- Educational seminars/workshops
- Other
William Blase Work History
William has been registered as a financial advisor for 1 years.*
The Colony Group, LLC
Citigroup Global Markets Inc
Raymond James & Associates, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Deutsche Bank Securities Inc
Lourd Murray/Capital Management
Global Hunter Securities
Us State Department - Embassy Paris
Sciencespo Paris
Clean Energy Fuels
Francais Volants De Paris Hockey Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Blase 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
Richmond, VA
Boston, MA
Richmond, VA
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Concord, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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