Rachel
Zibrak
The Colony Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Rachel Zibrak is a financial advisor who works out of Newton Center, Massachusetts with a total of 1 year of industry experience. Zibrak currently works for The Colony Group, LLC. Their career trajectory has included roles at Rinet Company, LLC, Derby And Company, Inc and The Colony Group, LLC. Zibrak has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Massachusetts. The Colony Group, LLC is an advisory business headquartered in Boston, MA. It has offices in 20 locations and a total of 360 financial advisors. It has $19 billion in total assets across its 20,099 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 49 charities and foundations. Of its 20,099 accounts, 72% belong to high-net-worth investors who have more than $1 million in assets available to invest. The Colony Group, LLC offers a wide 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. Fees for financial advisory services are based on which services the firm provides the client. However, fees charged by The Colony Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Rachel Zibrak Work History
Rachel has been registered as a financial advisor for 1 years.*
The Colony Group, LLC
Derby And Company, Inc
Rinet Company, 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 Rachel Zibrak 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
Boston, MA
Concord, NH
Richmond, VA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
