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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Brochin is an investment advisor representative at The Colony Group, LLC in New York. Frank has been in the industry since 2016 and has experience working at several firms including Centenium Advisors, LLC, Berens Capital Management, LLC, StoneWater Capital LLC, Malta Advisors, and New Providence Asset Management. Frank holds Series 7, Series 63, and SIE licenses. Frank provides a range of financial services including financial planning, portfolio management, and educational seminars. Frank's firm, The Colony Group, LLC, has over $50 billion in assets under management and serves a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
NY
11/16/2021 - Present
THE Colony Group, LLC (New York NY)
NY
05/04/2018 - 07/06/2018
CENTENIUM ADVISORS, LLC (NEW YORK NY)
BC
Issued 05/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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