Benjamin
Duchano
The Colony Group, LLC
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About this Advisor
Benjamin Duchano is a financial advisor based in Boston, Massachusetts. Duchano currently works for The Colony Group, LLC. Their career trajectory has included roles at High School, Seabreeze Amusement Park, College, West Irondequoit Central School District, Northwestern Mutual, Darwood Associates, West Irondeqiout Central School District, Citizens Bank, Citizens Securities, Inc, Citizens Securities Inc and The Colony Group, LLC. Duchano holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. The Colony Group, LLC is an advisory business that has its headquarters in Boston, MA. The company has offices in 20 locations and a total of 360 employees. It manages $19 billion in assets between its 20,099 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 49 charitable organizations. Of its 20,099 client accounts, 72% are held by high-net-worth individuals who have at least $1 million in assets. The Colony Group, LLC has 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. Fees for financial management are based on the financial services provided. However, fee types billed by The Colony Group, LLC likely consist of any combination 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
Benjamin Duchano Work History
Benjamin has been registered as a financial advisor for 0 years.*
The Colony Group, LLC
Citizens Securities Inc
Citizens Bank
Citizens Securities Inc
Citizens Bank
Citizens Bank
Citizens Securities, Inc
West Irondeqiout Central School District
Northwestern Mutual
College
Darwood Associates
West Irondequoit Central School District
College
Seabreeze Amusement Park
College
Seabreeze Amusement Park
College
High School
*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 Benjamin Duchano 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
Concord, NH
Bethesda, MD
Richmond, VA
Boston, MA
Bethesda, MD
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.
