Marc Gerald Berman
Investment adviser representative at Colman Knight Advisory Group, LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$187.7MFirm assets
Are you Marc Gerald Berman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Colman Knight Advisory Group, LLCSep 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Colman Knight Advisory Group, LLC
$187.7MAssets managed
127Clients
5Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3088816
- Firm CRD
- 119696