Julia May Colantuono

Current Employers

One Financial Design, Llc

Hingham, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-03-13

MA RA
APPROVED

Since 2023-03-13

Branch Locations

Hingham, MA • 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

Organization	City	State	From	To
Morgan Stanley	Boston	MA	12/2014	02/2019
Ameriprise Financial Services, Inc	Auburndale	MA	02/2019	12/2022
One Financial Design, Llc	Westborough	MA	01/2023	Present

12/2014 → 02/2019

Morgan Stanley

Boston, MA
02/2019 → 12/2022

Ameriprise Financial Services, Inc

Auburndale, MA
01/2023 → Present

One Financial Design, Llc

Westborough, MA

Previous Registrations

2022-10-12 → 2022-12-31

Ameriprise Financial Services, Llc

Auburndale, MA
2016-06-27 → 2019-02-08

Morgan Stanley

Boston, MA

Other Businesses

Name of business: Contigo Advisors The business is NOT investment-related. Address: 136 Heber Avenue Suite 204, Park City, Utah 84060, US. Nature of business: Tax advising My position/title: Consultant, Wealth Planning Start Date: 01/01/2024 Approx. number of hours: 8 hours per month. (most hours during securities trading hours) Description of duties: Input client's financial data into MoneyGuidePro financial software and provide them with the output financial plan report for seeing whether they are on track for their financial goals. I do NOT provide investment advice or specific financial recommendations.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-27

S66 Uniform Combined State Law Examination

2016-06-27

Designations

Other Names

Julia M Colantuono
Julia May Duros

View on SEC IAPD