Gayle Colman has been Co-CEO of Colman Knight Advisory Group since January 2003, is a control person of the firm and directly owns between 25% and 50% of it. Gayle Colman holds a BA in Finance and Investments from Auburn University.
Colman Knight Advisory Group, LLC is an Acton, MA firm with $188M under management, 127 clients and 4 advisers across 5 offices, as of its June 2026 filing.
Gayle Colman is Co-founder of Colman Knight Advisory Group, LLC, based in Acton, Massachusetts. She has 30 years of professional experience as a financial advisor, registered investment advisor, and principal in the firm. She offers Integral Wealth Coaching for individual clients and financial planners.
Professional designations
Listed by Colman Knight Advisory Group
- Certified Financial Planner™ Practitioner
- Certified Integral Coach®
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 17 September 1985 |
| Series 7 | General Securities Representative Examination | 17 August 1985 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gayle Knight Colman
- CRD
- 1397812
- Firm
- Colman Knight Advisory Group · CRD 119696
- Role
- Co-CEO
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- colmanknight.com
Where does Gayle Colman work?
Gayle Colman has been Co-CEO of Colman Knight Advisory Group, LLC since January 2003, and is a control person of the firm.
Does Gayle Colman have a current investment-adviser registration?
Gayle Colman has no current investment-adviser or broker registration.
What exams has Gayle Colman passed?
Gayle Colman has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1985.
Where was Gayle Colman previously registered as an investment adviser?
Gayle Colman has past investment-adviser registrations through Colman Knight Advisory Group, LLC, April 2003 to September 2025, across 1 firm.
Is Gayle Colman registered with FINRA?
No. Gayle Colman has no current broker registration.
Is Gayle Colman a CFP?
Colman Knight Advisory Group lists Gayle Colman with the CFP credential (“Certified Financial Planner™ Practitioner”) on its website. CFP Board confirms certification status.
How can I verify Gayle Colman’s record?
Search CRD 1397812 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gayle Colman’s full registration record.
