Oscar
Cornejo
The Colony Group, LLC
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About this Advisor
Oscar Cornejo is a financial advisor based in Bethesda, Maryland, working with The Colony Group, LLC. Oscar has previously held positions at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, Jpi Inc, Fastenal Co, and Virginia Tech. Oscar is registered to provide services in Maryland. Currently, Oscar is part of The Colony Group, LLC, which operates out of Bethesda, Maryland. 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
Oscar Cornejo Work History
The Colony Group, LLC
Bridgewater Wealth & Financial Management, LLC
Virginia Tech
Fastenal Co
Jpi Inc
Disclosures
Please visit the SEC profile of Oscar Cornejo 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
Nashville, TN
Babylon, NY
Boston, MA
New York, NY
Babylon, NY
Bethesda, MD
Palo Alto, CA
Boston, MA
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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