John
Routhier
The Colony Group, LLC
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About this Advisor
John Routhier is a financial advisor based in North Andover, Massachusetts, working with The Colony Group, LLC. John has previously held positions at Bank Of America, N.A, Wells Fargo Funds Distributor, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Lincoln Financial Advisors Corporation, Triad Advisors, LLC, Gwm Advisors, LLC, Pallas Capital Advisors, LLC, Connectus Wealth Advisers, Hemenway Trust Company, and The Colony Group, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, John is part of The Colony Group, LLC, which operates out of North Andover, 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
John Routhier Work History
The Colony Group, LLC
Connectus Wealth Advisers
Hemenway Trust Company
Pallas Capital Advisors, LLC
Triad Advisors, LLC
Gwm Advisors, LLC
Lincoln Financial Advisors Corporation
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Funds Distributor, LLC
Disclosures
Please visit the SEC profile of John Routhier 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
Babylon, NY
Wellesley Hills, MA
Bethesda, MD
Bethesda, MD
Greenwich, CT
Boston, MA
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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