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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hughes McKeand is a registered Investment Advisor Representative with The Colony Group, LLC. Matthew is licensed to provide investment advisory services in Missouri. Prior to joining The Colony Group, LLC, Matthew worked at WELLS FARGO CLEARING SERVICES, LLC in Saint Louis, Missouri. Matthew has passed the Series 66, Series 7TO, and SIE exams. Matthew’s specializations include portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, pension consulting, financial planning, selection of other advisors, publication of periodicals, educational seminars, tax preparation services, dispute resolution services, family office services, business management services, insurance solutions, credit & cash management solutions. The Colony Group is a financial advisory firm headquartered in Boston, Massachusetts, that provides a variety of services to clients including investment management, financial planning, and wealth management. The firm has over 765 clients and manages more than $21.4 billion in assets.
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)
MO
08/30/2019 - 09/29/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
TN
04/27/2019 - 08/19/2019
MML INVESTORS SERVICES, LLC (Memphis TN)
BOTH
Issued 06/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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