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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bowers is a financial advisor at The Colony Group, LLC. Adam has been in the financial industry since 2018 and has a wide range of experience in helping individuals and families achieve their financial goals. Adam has a strong understanding of the financial markets and investment strategies, as well as the regulatory environment. Adam is committed to providing his clients with personalized financial advice and investment recommendations that are tailored to their specific needs. Adam is a CERTIFIED FINANCIAL PLANNER™ professional. Adam holds a Series 66, Series 7TO, and SIE license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
06/07/2023 - Present
THE Colony Group, LLC (BOSTON MA)
NY
06/12/2019 - 01/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
BOTH
Issued 08/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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