Scott
Morrison
The Colony Group, LLC
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About this Advisor
Scott Morrison is a financial advisor operating in Boca Raton, Florida with 1 year of relevant experience. Morrison is currently employed by The Colony Group, LLC. Morrison has gained experience at The Prudential Insurance Company Of America, Pruco Securities, LLC, New York Life Insurance Company, Florida Virtual School, School District Of Palm Beach County, Yeshiva Tiferes Torah Of Boca Raton, Hadar High School For Girls, Elite Squad Baseball, Quadmo Distribution, First Republic Securities Company, LLC, First Republic Investment Company, Inc and The Colony Group, LLC. Morrison has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. The Colony Group, LLC is a firm operating out of Boston, MA. The investment advisory business has offices in 20 locations and a total of 360 people on staff. It controls $19 billion in assets under management across its 20,099 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 49 charities and foundations. Of its 20,099 customer accounts, 72% are associated with high-net-worth investors who have greater than $1 million in investable assets. The Colony Group, LLC provides a number of services, including 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. A financial advisor's fee schedules typically are based on the services offered. However, fees charged by The Colony Group, LLC most likely are comprised of any 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
Scott Morrison Work History
Scott has been registered as a financial advisor for 1 years.*
The Colony Group, LLC
First Republic Securities Company, LLC
First Republic Investment Company, Inc
The Prudential Insurance Company Of America
Pruco Securities, LLC
New York Life Insurance Company
Florida Virtual School
Hadar High School For Girls
Yeshiva Tiferes Torah Of Boca Raton
Elite Squad Baseball
School District Of Palm Beach County
Quadmo Distribution
*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 Scott Morrison 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
Bethesda, MD
Richmond, VA
Bethesda, MD
Bethesda, MD
Concord, NH
Boston, MA
Bethesda, MD
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
