Brian
Leach
The Colony Group, LLC
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About this Advisor
Brian Leach is a chartered financial analyst who works out of Alexandria, Virginia, with 1 year of industry experience. Leach is currently employed by The Colony Group, LLC. During their career, Leach has held roles at The Colony Group, LLC, Sterling Capital Management LLC and Neville, Rodie & Shaw Inc. Leach is approved to operate in District Of Columbia, Maryland and Virginia. The Colony Group, LLC is a business headquartered in Boston, MA. The company has offices in 20 locations and a total of 360 financial advisors. It administers $19 billion in assets under management between its 20,099 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 49 charities and foundations. Of its 20,099 accounts, 72% are held by high-net-worth investors who have at least $1 million in assets. The company 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. Financial advisory fees largely depend on which services are provided. However, fees charged by The Colony Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Brian Leach Work History
Brian has been registered as a financial advisor for 1 years.*
The Colony Group, LLC
Sterling Capital Management LLC
Neville, Rodie & Shaw Inc
*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 Brian Leach 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
Boston, MA
Bethesda, MD
Richmond, VA
Bethesda, MD
Bethesda, MD
Bethesda, MD
Richmond, VA
Concord, NH
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.
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