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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Dole Dreyer is a financial advisor with The Colony Group, LLC. Elliot has been in the financial industry for almost 20 years. Elliot has a broad range of experience, having previously worked at Pritchard Capital Partners, LLC. Elliot is a Certified Financial Planner and holds the Series 63, Series 65, Series 7, Series 86 and Series 87 licenses. Elliot specializes in providing financial advice to individuals, families, businesses, charitable organizations, and pooled investment vehicles.
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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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
LA
04/01/2005 - 06/09/2005
PRITCHARD CAPITAL PARTNERS, LLC (COVINGTON LA)
IA
Issued 01/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/12/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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