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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Silverman is an investment advisor representative at The Colony Group, LLC. Todd has been a registered investment advisor since 1998. Prior to joining The Colony Group, LLC, Todd worked at Derby and Company, Inc. and SIHARUM ADVISORS, LLC. Todd has passed the Series 6, 7, 63 and 65 exams.
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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2
MA
04/02/2022 - Present
THE Colony Group, LLC (Newton MA)
MA
11/02/2005 - 05/29/2009
E*TRADE SECURITIES LLC (WELLESLEY MA)
MA
09/08/1998 - 11/11/2005
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
MA
12/23/1996 - 09/24/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 10/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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