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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 Robert Mullee is a financial advisor registered in Missouri. Christopher Robert Mullee is associated with The Colony Group, LLC, a firm headquartered in Boston, Massachusetts. The firm has offices in Clayton, Missouri. Christopher Robert Mullee is a registered investment advisor representative and is registered with the state of Missouri. The Colony Group, LLC manages over $21 Billion in client assets and caters to a wide range of client types including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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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MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
IA
Issued 07/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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