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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil William Deruiter is an Investment Advisor Representative associated with The Colony Group, LLC. Neil William Deruiter has been working in the financial services industry since 2013 and is currently registered with the state of West Virginia. Neil William Deruiter has a Series 65 license. The Colony Group, LLC is a firm based in Boston, Massachusetts and has been in business since 2001. The firm has approximately $21,472,648,180 in regulatory assets under management. The Colony Group, LLC provides a wide range of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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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WV
08/27/2024 - Present
THE Colony Group, LLC (CHARLESTON WV)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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