Christopher
Johnson
The Colony Group, LLC
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About this Advisor
Christopher Johnson is a financial advisor who works out of Bethesda, Maryland. Johnson is an advisor for The Colony Group, LLC. Throughout their career, they have worked at Bridgewater Wealth & Financial Management, LLC and The Colony Group, LLC. Johnson maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Maryland. The Colony Group, LLC is a financial advisory business operating out of Boston, MA. It has offices in 20 locations and a total of 360 financial advisors. It administers $19 billion in assets among its 20,099 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 49 charities and foundations. Of its 20,099 customer accounts, 72% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The Colony Group, LLC provides a broad array 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. Fees charged by financial advisors largely vary depending on which services are offered. Fees charged by The Colony Group, LLC can consist 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
Christopher Johnson Work History
Christopher has been registered as a financial advisor for 0 years.*
The Colony Group, LLC
Bridgewater Wealth & Financial Management, LLC
*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 Christopher Johnson 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
Bethesda, MD
Richmond, VA
Bethesda, MD
Boston, MA
Richmond, VA
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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