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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 Kosinski is an Investment Advisor Representative with The Colony Group, LLC. Anthony has been in the industry since January 2019. Anthony is registered with the state of Massachusetts. Prior to joining The Colony Group, LLC, Anthony was with GW & Wade Asset Management Company, LLC. Anthony has a Series 66, Series 7TO, and a SIE license. Anthony specializes in providing financial planning, investment management, and portfolio management for individuals, businesses, and pooled investment vehicles. Anthony also has expertise in tax preparation services, dispute resolution services, family office services, business management services, insurance solutions, credit & cash management solutions, and publication of periodicals. Anthony is also a sole proprietor of a sports trading card business.
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
03/06/2024 - Present
THE Colony Group, LLC (Wellesley MA)
MA
01/01/2019 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
BOTH
Issued 02/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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