Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Stephen Nadwodny is an investment advisor representative registered with The Colony Group, LLC. Carl is a Certified Financial Planner and a Chartered Financial Analyst. Carl has over 30 years of experience in the financial services industry. Carl is also registered with First Investors Corporation and has a Series 6 and Series 63 license. Carl has been employed by Convergent Financial Strategies LLC, Buckingham Strategic Wealth, LLC, and The Colony Group, LLC. The Colony Group, LLC is a financial services firm that provides a range of investment advisory services to individuals, families, businesses, and institutions. The firm is headquartered in Boston, Massachusetts.
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)
NA
12/09/1988 - 07/20/1989
FIRST INVESTORS CORPORATION
BC
Issued 12/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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