David
Manteau
Colman Knight Advisory Group, LLC
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About this Advisor
David Manteau is a certified financial planner and chartered financial analyst who works out of Acton, Massachusetts who has 1 year of relevant experience. Manteau is an advisor for Colman Knight Advisory Group, LLC. Their career trajectory has included roles at Columbia Management Investement Distributors Inc, Metlife Securities Inc, Mml Investors Services, LLC, Pruco Securities LLC, Advice Systems, Inc, 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, Colman Knight and Massmutual. Manteau has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts and Texas. Colman Knight Advisory Group, LLC is a firm operating in Acton, Massachusetts. The company has offices in two locations and just four people on staff. It controls $129 million in assets under management among its 316 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 316 client accounts, 47% are held by high-net-worth clients who have at least $1 million in assets. Colman Knight Advisory Group, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely are based on which services are offered. However, fees charged by Colman Knight Advisory Group, LLC most likely include some blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colman Knight Advisory Group, LLC Brokerage Details
$128,766,219
4
316
$407,488
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
David has been registered as a financial advisor for 1 years.*
Colman Knight Advisory Group, LLC
Colman Knight
Pruco Securities, LLC
Investment Advisor Group
Prudential Insurance Company Of America
Pruco Securities LLC
The Prudential Insurance Company Of America
Investment Advisor Alliance
American Tax & Financial Planners
American Tax & Financial Planners
Advice Systems, Inc
Mml Investors Services, LLC
Metlife Securities Inc
Massmutual
Columbia Management Investement Distributors Inc
*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 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
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.
