Oscar
Cornejo
The Colony Group, LLC
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About this Advisor
Oscar Cornejo is a certified financial planner working out of Bethesda, Maryland who has 1 year of relevant experience. Cornejo is on the advisory team at The Colony Group, LLC. Their career trajectory has included roles at The Colony Group, LLC, Bridgewater Wealth & Financial Management, LLC, Virginia Tech, Jpi Inc and Fastenal Co. Cornejo can operate in Maryland. The Colony Group, LLC is a business based in Boston, MA. It has offices in 20 locations and a total of 360 financial advisors. It has $19 billion in assets across its 20,099 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 49 charitable organizations. Of its 20,099 accounts, 72% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides 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 the services. Fees billed by The Colony Group, LLC can include 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
Oscar Cornejo Work History
Oscar has been registered as a financial advisor for 1 years.*
The Colony Group, LLC
Bridgewater Wealth & Financial Management, LLC
Virginia Tech
Fastenal Co
Jpi Inc
Virginia Tech
*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 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
Bethesda, MD
Richmond, VA
Concord, NH
Bethesda, MD
Boston, MA
Bethesda, MD
Richmond, VA
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.
