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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Zachary Belastock is a registered investment advisor representative with The Colony Group, LLC. Andrew has been with The Colony Group, LLC since December 2014. Andrew's current registrations include a Series 65 license, allowing him to provide investment advisory services in Massachusetts. Andrew has passed the Uniform Investment Adviser Law Examination on May 23, 2018. Andrew's specializations include Retirement Planning, College Savings Plans, Estate Planning, Insurance and Annuities, Business Succession Planning, Charitable Planning, and Investment Management. Andrew's areas of expertise include assisting with business and investment management services, including tax preparation services, family office services, insurance solutions, credit, and cash management solutions. The Colony Group, LLC is a registered investment advisor based in Boston, Massachusetts with a focus on providing investment advice to high-net-worth individuals, families, and institutions. The Colony Group, LLC has approximately $21.5 billion in assets under management.
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
10/31/2018 - Present
THE Colony Group, LLC (Boston MA)
IA
Issued 05/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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