Gail
Sullivan
The Colony Group, LLC
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About this Advisor
Gail Sullivan is a financial advisor operating out of Westford, Massachusetts who has 4 years of relevant experience. Sullivan currently works for The Colony Group, LLC. Sullivan has gained experience at North American Management Corp, Aurora Financial Advisors, LLC and The Colony Group, LLC. Sullivan maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Massachusetts. The Colony Group, LLC is a company based out of Boston, MA. The company has offices in 20 locations and a total of 360 financial advisors. It administers $19 billion in assets under management between its 20,099 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 49 charitable organizations. Of its 20,099 accounts, 72% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a diverse assortment of services, such as 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. Financial management fees are based on which services are offered. However, fee types charged by The Colony Group, LLC most likely consist 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
Gail Sullivan Work History
Gail has been registered as a financial advisor for 4 years.*
The Colony Group, LLC
Aurora Financial Advisors, LLC
North American Management Corp
*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 Gail Sullivan 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
Bethesda, MD
Richmond, VA
Bethesda, MD
Concord, NH
Boston, MA
Bethesda, MD
Richmond, VA
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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