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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Taddei has been a financial advisor since 1985. He is a registered Investment Advisor Representative with The Colony Group, LLC. Stephen has held previous positions at FINANCIAL INVESTMENT ANALYSTS, INC., PRUDENTIAL SECURITIES INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stephen specializes in providing financial planning and investment management services to individuals, families, and businesses. He also provides tax preparation services, dispute resolution services, family office services, business management services, insurance solutions, and credit and cash management solutions. The Colony Group, LLC is a financial advisory firm that provides a variety of services to high-net-worth individuals, families, and institutions. The firm has over $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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AZ
09/12/2024 - Present
THE Colony Group, LLC (Phoenix AZ)
PA
10/30/1992 - 09/22/2004
FINANCIAL INVESTMENT ANALYSTS, INC. (PITTSBURGH PA)
NY
07/23/1990 - 08/24/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/24/1985 - 07/27/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/05/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/1991
Series 5 - Interest Rate Options Examination
BC
Issued 03/22/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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