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Arthur Edward Zaske

THE Colony Group, LLC

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About Arthur Edward Zaske

Arthur Zaske is an investment advisor representative at The Colony Group, LLC, with over 40 years of experience in the financial services industry. Arthur has a broad range of experience, including previous roles at Michigan Securities, Inc., River Capital Markets, LLC, T. I. Investments, Inc., TriCorp Securities, Ltd., Drexel Burnham Lambert Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bache Halsey Stuart Shields Incorporated, Shearson Loeb Rhoades Inc., Shearson Hayden Stone Inc., and Merrill Lynch, Pierce, Fenner & Smith, Inc. Arthur is a Series 65, 63, 24, 4, 40, 12, 3, 7, and 1 licensed professional. The Colony Group, LLC is a leading wealth management firm with offices throughout the United States. The firm provides a range of financial services to individuals, families, and institutions.

Firm Information

Arthur Zaske is currently registered with THE Colony Group, LLC. THE Colony Group, LLC is a Boston, MA-based investment advisor managing over $50 billion in assets for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm offers a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
THE Colony Group, LLC

ONE BOSTON PLACE, 11TH FLOOR

BOSTON, MA 02108

$21.47B

Assets Under Management

765

Total Clients

415

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Rev. sharing w/ frs and on eligible credit & cash mgmt solutions

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Arthur Zaske’s Registration & Firm History

MI

05/03/2024 - Present

THE Colony Group, LLC (Bingham Farms MI)

MI

07/08/2008 - 02/02/2009

MICHIGAN SECURITIES, INC. (TROY MI)

MI

08/17/2007 - 03/07/2008

RIVER CAPITAL MARKETS, LLC (BLOOMFIELD HILLS MI)

NA

02/04/1994 - 05/23/1994

T. I. INVESTMENTS, INC.

NA

01/03/1989 - 11/16/1993

TRICORP SECURITIES, LTD.

NA

04/11/1986 - 05/19/1988

DREXEL BURNHAM LAMBERT INCORPORATED

NA

11/08/1979 - 04/16/1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

12/28/1978 - 11/26/1979

BACHE HALSEY STUART SHIELDS INCORPORATED

NA

11/22/1977 - 03/22/1979

SHEARSON LOEB RHOADES INC.

NA

11/17/1976 - 11/22/1977

SHEARSON HAYDEN STONE INC.

NA

04/12/1976 - 11/17/1976

SHEARSON HAYDEN STONE INC.

NA

02/12/1973 - 04/22/1976

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

IA

Issued 06/18/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2007

Series 24 - General Securities Principal Examination

BC

Issued 09/13/1977

Series 4 - Registered Options Principal Examination

BC

Issued 12/30/1976

Series 40 - Registered Principal Examination

BC

Issued 12/21/1976

Series 12 - NYSE Branch Manager Examination

BC

Issued 10/23/2020

Series 3 - National Commodity Futures Examination

BC

Issued 08/16/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1980

PC - AMEX Put and Call Exam

BC

Issued 02/06/1973

Series 1 - Registered Representative Examination

BC

Issued 01/19/1973

Series 000 - General Securities Principal Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arthur Edward Zaske.
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