Clare
Ciervo
The Colony Group, LLC
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About this Advisor
Clare Ciervo is a financial advisor based in Boston, Massachusetts, working with The Colony Group, LLC. Clare has previously held positions at Northstar Asset Management, Inc, Mcvittie Financial Advisors, LLC, Balanced Rock Investment Advisors, The Colony Group, LLC, and Fsc Securities Corp. Clare has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Clare is part of The Colony Group, LLC, which operates out of Boston, Massachusetts. 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
Clare Ciervo Work History
The Colony Group, LLC
Balanced Rock Investment Advisors
N/A
Mcvittie Financial Advisors, LLC
Mcvittie Financial Advisors, LLC
Fsc Securities Corp
Northstar Asset Management, Inc
Disclosures
Please visit the SEC profile of Clare Ciervo 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
Scottsdale, AZ
Bethesda, MD
Newton Center, MA
Miami, FL
Babylon, NY
Babylon, NY
Babylon, NY
Bethesda, MD
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