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Marc Gerald Berman

Colman Knight Advisory Group, LLC

Acton, MA

CRD 3088816

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Employer firm

Colman Knight Advisory Group, LLC CRD 119696

$188M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Colman Knight Advisory Group, Llc

530 Great Road, Acton, MA 01720 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-05-07
MA RA APPROVED 2004-10-21
  • TX RA
    APPROVED
    Since 2015-05-07
  • MA RA
    APPROVED
    Since 2004-10-21

Branch Locations

530 Great Road, Acton, MA 01720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colman Knight Advisory Group Llc Acton MA 09/1999 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-23
  • S63 Uniform Securities Agent State Law Examination
    1998-07-23
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SECHREST FINANCIAL SERVICES

Nearby Investors

MICHELLE LYNN CONTOIS
David Kwasi Manteau
RICHARD KEITH COLMAN

Nearby Offices

CITIZENS SECURITIES, INC. · ACTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ACTON, MA
SECHREST FINANCIAL SERVICES · ACTON, MA

More in Acton, MA

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