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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cheang is a registered Investment Advisor Representative with The Colony Group, LLC, a firm headquartered in Boston, MA. Anthony has been in the financial industry since 2018, and has experience working with a variety of clients, including high-net-worth individuals, families, and charitable organizations. Anthony is committed to providing personalized financial advice and guidance to help clients reach their financial goals. Anthony holds Series 7 and Series 66 licenses. Anthony has a strong background in financial planning, investment management, and insurance, and is committed to providing clients with the highest level of service and expertise. Anthony has worked with The Colony Group, LLC since July 2024.
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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2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
CO
03/23/2023 - 05/24/2023
MADISON AVENUE SECURITIES, LLC (Denver CO)
CO
10/29/2020 - 03/30/2023
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
CO
06/07/2018 - 11/02/2020
EDWARD JONES (DENVER CO)
BOTH
Issued 06/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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