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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mallory? Claim Your ProfileMallory Kathleen Harrell is an investment advisor representative at The Colony Group, LLC. Mallory has been in the industry since February 2013. Mallory is a Series 65 licensed advisor and holds a current registration in Missouri. Mallory has specialized in the following areas: Financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, pension consulting, selection of other advisors, educational seminars, and publication of periodicals. The Colony Group, LLC is a registered investment advisor with offices in Boston, MA, and St. Louis, MO. The Colony Group, LLC manages over $21 billion in assets for a diverse client base, including high-net-worth individuals, families, and institutions. The firm offers a comprehensive suite of investment advisory services, including financial planning, portfolio management, and tax planning.
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
MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
IA
Issued 11/26/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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