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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Thomas Baird is an Investment Advisor Representative associated with The Colony Group, LLC. Frederick has been active in the industry since August 2010 and is registered in Massachusetts. Frederick has a Series 65 license and a Series 65 exam was taken in 2/6/2017. Frederick has been employed with The Colony Group, LLC since February 2019. Frederick was previously employed with Aurora Financial Advisors, LLC since March 2012. Frederick was previously employed with Aurora Financial Advisors, LLC since August 2010. The Colony Group, LLC is a Registered Investment Advisor and has been active since 2001. The firm is headquartered in Boston, Massachusetts and has a branch office in Wellesley, Massachusetts where Frederick is registered. The firm provides a variety of advisory services including Financial Planning, Pension Consulting, Portfolio Management, and Education Seminars. The Colony Group, LLC manages over $21.4 Billion in assets and has 765 clients. The firm has a strong focus on serving High Net Worth Individuals and families and is committed to providing personalized financial advice. The Colony Group, LLC is known for its strong team of experienced advisors and its commitment to providing customized financial solutions to meet its clients' unique needs. Frederick has been with The Colony Group for over four years and is committed to helping clients achieve their financial goals. Frederick has a strong understanding of the financial markets and is committed to providing clients with sound financial advice.
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
07/09/2019 - Present
THE Colony Group, LLC (Wellesley MA)
IA
Issued 02/06/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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