The Colony Group, LLC
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About this Advisor
Matthew Rapoport is a certified financial planner based in Babylon, New York who has 5 years of relevant experience. Rapoport is on the advisory team at The Colony Group, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Blue Water Advisors, Joel Isaacson & Co., LLC and The Colony Group, LLC. Rapoport holds Series 66 and Series 63 licenses, certifying them as a securities representative, and can serve investors in Massachusetts and New York. The Colony Group, LLC is a registered investment firm based in Boston, MA. The firm has offices in 20 locations and a total of 360 advisors. It administers $19 billion in assets between its 20,099 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 49 charities and foundations. Of its 20,099 accounts, 72% are associated with high-net-worth investors who have greater than $1 million in investable assets. The Colony Group, LLC has 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by The Colony Group, LLC most likely are 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
Matthew Rapoport Work History
Matthew has been registered as a financial advisor for 5 years.*
The Colony Group, LLC
Purshe Kaplan Sterling Investments
Blue Water Advisors
Joel Isaacson & Co., 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 Matthew Rapoport 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
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 email@example.com.
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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.