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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Wade is a financial advisor currently affiliated with The Colony Group, LLC. Roger has a strong background in the financial services industry with experience dating back to 1985. Roger has a strong understanding of the industry having passed several securities licensing exams including the Series 7, Series 52, Series 53, Series 63, and Series 99. The Colony Group, LLC, is a large financial advisory firm with over $50 billion in assets under management. The firm primarily serves high-net-worth individuals, charitable organizations, and corporations. The Colony Group offers a comprehensive suite of financial advisory services including financial planning, investment management, tax preparation, family office services, insurance solutions, credit and cash management, and business 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
1
2
FL
03/06/2024 - Present
THE Colony Group, LLC (Naples FL)
MA
08/24/1990 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
MA
08/28/1986 - 08/27/1990
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
09/24/1985 - 04/25/1986
WESTON SECURITIES CORPORATION
NA
01/25/1985 - 04/22/1985
MERCER ALLIED CORPORATION
BC
Issued 12/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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