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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Baynes is an investment advisor representative at The Colony Group, LLC, a firm with more than $50 billion in assets under management. Nathaniel is a registered investment advisor in Massachusetts and has been working in the financial services industry since 2012. Nathaniel has a Series 7, Series 66, and SIE license. Nathaniel is a veteran and served in the US Army National Guard.
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
06/07/2023 - Present
THE Colony Group, LLC (Wellesley MA)
MA
07/07/2022 - 04/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
05/22/2012 - 04/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
BOTH
Issued 08/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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