Joseph
Midollo
The Colony Group, LLC
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About this Advisor
Joseph Midollo is a financial advisor based in Greenwich, Connecticut, working with The Colony Group, LLC. Joseph has previously held positions at Gold Family Wealth, Life Time Athletic, National Life Group, The Marist Institute For Public Opinion, Marist College, Primary Succession Capital LLC, Harrison High School, Silver Lake Recreational Camp, and The Colony Group, LLC. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Joseph is part of The Colony Group, LLC, which operates out of Greenwich, Connecticut. 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
Services Offered
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
Joseph Midollo Work History
The Colony Group, LLC
Gold Family Wealth
Primary Succession Capital LLC
National Life Group
Marist College
Life Time Athletic
The Marist Institute For Public Opinion
Marist College
Silver Lake Recreational Camp
Silver Lake Recreational Camp
Harrison High School
Silver Lake Recreational Camp
Disclosures
Please visit the SEC profile of Joseph Midollo 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
Boston, MA
New York, NY
Miami, FL
Scottsdale, AZ
Babylon, NY
Babylon, NY
Babylon, NY
Bethesda, MD
The content in this profile was updated by SmartAsset on 6/19/2024. 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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