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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Knight is an investment advisor representative with The Colony Group, LLC. Robert is registered in Massachusetts as an Investment Advisor Representative. Robert has been in the industry for over 6 years. Robert has a Series 65 license. Robert specializes in portfolio management for individuals, businesses, and pooled investment vehicles, and offers financial planning, pension consulting, educational seminars, and other advisory services. Robert has experience in tax preparation, dispute resolution, family office services, business management services, and insurance solutions. Robert has also been involved in investment related activities, including ownership and management of real estate properties.
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
03/06/2024 - Present
THE Colony Group, LLC (Wellesley MA)
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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