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Lisa Carolyn Longest

THE Colony Group, LLC

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About Lisa Carolyn Longest

Lisa Longest is a registered Investment Advisor Representative in Virginia. Lisa has been working in the industry since March 2000. Lisa Longest currently works for The Colony Group, LLC. Lisa passed the Uniform Investment Adviser Law Examination (Series 65) in February of 2002. The Colony Group, LLC is an investment advisor firm headquartered in Boston, Massachusetts. The Colony Group, LLC has 590 investment adviser representatives, 765 investment advisory functions, and more than $50 Billion in regulatory assets under management.

Firm Information

Lisa Longest is currently registered with THE Colony Group, LLC. THE Colony Group, LLC is a Boston, MA-based investment advisor managing over $50 billion in assets for a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm offers a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
THE Colony Group, LLC

ONE BOSTON PLACE, 11TH FLOOR

BOSTON, MA 02108

$21.47B

Assets Under Management

765

Total Clients

415

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Rev. sharing w/ frs and on eligible credit & cash mgmt solutions

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Lisa Longest’s Registration & Firm History

VA

03/27/2015 - Present

THE Colony Group, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 02/08/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Carolyn Longest.
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