Joseph Colman has been President of Colman Knight Advisory Group since December 2018, is a control person of the firm and directly owns between 10% and 25% of it.
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.
- – present · 6 yearsBaltimore, MD · Adviser representative · Firm CRD 119696
Investment adviser representative registrations
Joseph Colman is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from January 2020; the most recent is Maryland, in June 2026.
- MarylandSince 15 June 2026
- MassachusettsSince 23 January 2020
- New HampshireSince 7 December 2021
- TexasResidentSince 8 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph James Knight Colman
- CRD
- 7075939
- Firm
- Colman Knight Advisory Group · CRD 119696
- Role
- President
- Office
- Baltimore, MD
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Colman work?
Joseph Colman has been President of Colman Knight Advisory Group, LLC since December 2018, and is a control person of the firm.
Is Joseph Colman a financial advisor?
Yes. Joseph Colman has a current investment-adviser registration in Maryland, Massachusetts, New Hampshire and Texas, through Colman Knight Advisory Group since January 2020.
How many years of experience does Joseph Colman have?
Joseph Colman has 6 years in the financial industry, since January 2020, across 1 adviser firm.
What exams has Joseph Colman passed?
Joseph Colman passed the Series 65 in November 2019.
Where is Joseph Colman based?
Joseph Colman’s registered office is in Baltimore, MD.
Is Joseph Colman registered with FINRA?
No. Joseph Colman has no current broker registration.
How can I verify Joseph Colman’s record?
Search CRD 7075939 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Colman’s full registration record.
