The Colony Group, LLC
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About this Advisor
Brendan Hand is a financial advisor working in Babylon, New York. Hand is an employee of The Colony Group, LLC. Over the course of their career, Hand has held roles at Axa Advisors, LLC, The Colony Group, LLC and Blue Water Advisors, LLC. Hand 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 New York. The Colony Group, LLC is an advisory business that has its headquarters in Boston, MA. It has offices in 20 locations and a total of 360 financial advisors. It oversees $19 billion in assets under management between its 20,099 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 49 charitable organizations. Of its 20,099 client accounts, 72% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm offers 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. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by The Colony Group, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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The Colony Group, LLC Brokerage Details
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
Brendan Hand Work History
Brendan has been registered as a financial advisor for 0 years.*
The Colony Group, LLC
Blue Water Advisors, LLC
Axa Advisors, 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.
Please visit the SEC profile of Brendan Hand 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
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