Marc Gerald Berman

CFP

Colman Knight Advisory Group, LLC

21 Years of Experience

View SEC Summary

Areas of Practice

Financial Planning & CoachingTax PlanningInvestment ManagementHigh Net Worth

Colman Knight Advisory Group, LLC

Compensation

Fixed/Hourly

Firm Size

5 advisors

Number of Clients

124 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$175.2M

Fee Structure

Location

Carlisle, MA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Colman Knight Advisory Group, LLC

October 2004 - Present · 21 yrs 4 mos

State Registrations2 states

MATX

Advisor

Exams

No exam information available for this advisor.