David
Manteau
Colman Knight Advisory Group, LLC
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About this Advisor
David Manteau is a financial advisor based in Acton, Massachusetts, working with Colman Knight Advisory Group, LLC. David has previously held positions at Metlife Securities Inc, Mml Investors Services, LLC, The Prudential Insurance Company Of America, Investment Advisor Alliance, American Tax & Financial Planners, Investment Advisor Group, Pruco Securities, LLC, Prudential Insurance Company Of America, Colman Knight Advisory Group, LLC, Massmutual, Advice Systems, Inc, and Pruco Securities LLC. David has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, David is part of Colman Knight Advisory Group, LLC, which operates out of Acton, Massachusetts. The firm has 3 offices and 5 employees. The firm manages assets totaling $151.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Colman Knight Advisory Group, LLC includes hourly and fixed fees.
Certifications and Registrations
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Fee Structure
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Colman Knight Advisory Group, LLC Brokerage Details
$151,647,041
5
383
$395,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Manteau Work History
Colman Knight Advisory Group, LLC
Investment Advisor Group
Pruco Securities, LLC
Prudential Insurance Company Of America
The Prudential Insurance Company Of America
Investment Advisor Alliance
American Tax & Financial Planners
American Tax & Financial Planners
Pruco Securities LLC
Advice Systems, Inc
Mml Investors Services, LLC
Metlife Securities Inc
Massmutual
Disclosures
Please visit the SEC profile of David Manteau 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 Colman Knight Advisory Group, LLC
Acton, MA
Acton, MA
Carlisle, MA
Carlisle, MA
Carlisle, MA
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