Thomas
Leire
The Colony Group, LLC
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About this Advisor
Thomas Leire is a financial advisor based in Boston, Massachusetts, working with The Colony Group, LLC. Thomas has previously held positions at The Colony Group, LLC, Conning, Klr, Reltio, Home Depot, Ferncroft, Sagamore Beach Colony Club Camp, Saint John's Preparatory School, Providence College, and Masconomet Regional. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Thomas is part of The Colony Group, LLC, which operates out of Boston, 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
Thomas Leire Work History
The Colony Group, LLC
Conning
Klr
Reltio
Home Depot
Ferncroft
Providence College
Sagamore Beach Colony Club Camp
Saint John'S Prepatory School
Masconomet Regional
Disclosures
Please visit the SEC profile of Thomas Leire 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
Miami, FL
Greenwich, CT
North Andover, MA
Babylon, NY
New York, NY
Babylon, NY
New York, NY
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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