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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Giglio is an investment advisor representative at The Colony Group, LLC in Newton, Massachusetts. Michael has been in the industry for 10 years and has passed the Uniform Combined State Law Examination, General Securities Representative Examination and Securities Industry Essentials Examination. Michael is also registered with the state of Massachusetts. Michael specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and other services. The Colony Group, LLC is a large investment advisory firm with over 765 clients and more than $50 billion in assets under management.
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
MA
05/27/2022 - Present
THE Colony Group, LLC (Newton MA)
MA
07/21/2014 - 05/17/2018
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
BOTH
Issued 12/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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