Jack
Baird
The Colony Group, LLC
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About this Advisor
Jack Baird is a financial advisor based in Hingham, Massachusetts. Baird currently works for The Colony Group, LLC. Over the course of their career, they have held roles at Credit Suisse Securities (Usa) LLC and The Colony Group. Baird maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. The Colony Group, LLC is an advisory company operating out of Boston, MA. The firm has offices in 20 locations and a total of 360 financial advisors. It oversees $19 billion in assets across its 20,099 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 49 charitable organizations. Of its 20,099 customer accounts, 72% are held by high-net-worth investors who have greater than $1 million in investable assets. The business has a diverse array of services, including 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 advisory fee schedules largely depend on the type of financial services. However, fees billed 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
Jack Baird Work History
Jack has been registered as a financial advisor for 0 years.*
The Colony Group
Credit Suisse Securities (Usa) LLC
*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 Jack Baird 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
Boston, MA
Richmond, VA
Concord, NH
Bethesda, MD
Bethesda, MD
Bethesda, MD
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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