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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 Raymond Stelljes is a financial advisor who has been in the industry since 1996. Stephen is currently registered as a Registered Investment Advisor (RIA) with The Colony Group, LLC. Stephen has worked with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Stephen is also a Certified Financial Planner. The Colony Group is a Registered Investment Adviser with a focus on wealth management and financial planning. They manage more than $50 billion in assets for clients across the United States. The Colony Group provides a range of services, including financial planning, investment management, and estate planning.
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
01/03/2012 - Present
THE Colony Group, LLC (BOSTON MA)
NY
07/26/1996 - 06/02/1997
MERCER ALLIED COMPANY, L.P. (COHOES NY)
IA
Issued 07/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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