Derek
Thisse
The Colony Group, LLC
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About this Advisor
Derek Thisse is a financial advisor based in Needham, Massachusetts, working with The Colony Group, LLC. Derek has previously held positions at D. K. Brede Investment Management, University Of New Hampshire, Merrill Lynch, Rehabilitation Associates Inc, Commonwealth Financial Network, Gw & Wade Asset Management Company, LLC, Gw & Wade, LLC, and The Colony Group, LLC. Derek has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Derek is part of The Colony Group, LLC, which operates out of Needham, 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
Derek Thisse Work History
The Colony Group, LLC
Gw & Wade, LLC
Gw & Wade Asset Management Company, LLC
Commonwealth Financial Network
D. K. Brede Investment Management
Rehabilitation Associates Inc
Merrill Lynch
Rehabilitation Associates Inc
University Of New Hampshire
Disclosures
Please visit the SEC profile of Derek Thisse 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
Wellesley Hills, MA
Newton Center, MA
Miami, FL
Babylon, NY
New York, NY
Babylon, NY
Bethesda, MD
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