Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Lepore is a financial advisor registered with the state of Georgia. Zachary is affiliated with The Colony Group, LLC and has been in the industry since October 2023. Zachary specializes in portfolio management for individuals and pooled investment vehicles. Zachary is also an Investment Advisor Representative, which means they can provide investment advice to clients. The Colony Group, LLC is a large firm with over $50 billion in assets under management. They offer a variety of services, including financial planning, portfolio management, and tax preparation.
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
MA
07/02/2024 - Present
THE Colony Group, LLC (BOSTON MA)
IA
Issued 09/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Zachary Lepore is the right advisor for you? Invested Better is here to help.
