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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ricci is a financial advisor with The Colony Group, LLC, specializing in providing financial planning, investment management, and other advisory services to high-net-worth individuals, families, businesses, and institutions. Christopher has over 15 years of experience in the financial services industry, having previously worked at 1ST GLOBAL CAPITAL CORP. and Briggs Advisory Group, Inc.
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)
RI
03/27/2009 - 06/12/2018
1ST GLOBAL CAPITAL CORP. (WARWICK RI)
BOTH
Issued 04/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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