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David Tracy
from The Colony Group, LLC
David Tracy is a financial advisor based in Massachusetts, Boston,
with 18 years of experience. David currently works for
The Colony Group, LLC.
David maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Tracy works at The Colony Group, LLC
The Colony Group, LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $16,412,619,083 of assets under management and employs about 360 people. The Colony Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and revenue sharing with our affiliate, focus risk solutions.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and revenue sharing with our affiliate, focus risk solutions
Office location
One Boston Place, 11th Floor, 201 Washington Street, Boston, Massachusetts, 2108
Advisor can help with
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