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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Marsden is a financial advisor with The Colony Group, LLC. Vincent has been working in the financial services industry since 1994. Vincent specializes in providing financial planning, portfolio management, and other advisory services to high-net-worth individuals, families, and institutions. Vincent is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, 63 and 65 licenses.
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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NY
11/07/2024 - Present
THE Colony Group, LLC (New York NY)
NY
11/27/1996 - 04/07/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
IA
Issued 06/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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