The Colony Group, LLC
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About this Advisor
Sheryl Rothman is a certified financial planner and chartered financial analyst who works out of Babylon, New York with a total of 5 years of industry experience. Rothman works at The Colony Group, LLC. Over the course of their career, they have held roles at Blue Water Advisor, Navigare Partners, LLC and The Colony Group, LLC. Rothman is approved to serve investors in Massachusetts and New York. The Colony Group, LLC is an advisory firm operating out of Boston, MA. It has offices in 20 locations and a total of 360 people on staff. It controls $19 billion in assets under management among its 20,099 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 49 charitable organizations. Of its 20,099 customer accounts, 72% are held by high-net-worth clients who have at least $1 million in assets. The Colony Group, LLC provides a number 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 management fees usually are based on the type of services. Fees charged by The Colony Group, LLC can include any blend 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
Sheryl Rothman Work History
Sheryl has been registered as a financial advisor for 5 years.*
The Colony Group, LLC
Blue Water Advisor
Navigare Partners, 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 Sheryl Rothman 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.