Marc Berman has been an investment adviser representative at Colman Knight Advisory Group since October 2004, and is not listed among the firm’s executive officers or direct owners. Marc Berman holds a Bachelor's degree in Industrial Engineering from Northeastern University, a Master's degree in Industrial Engineering from Northeastern University and a Diploma in Financial Planning from Boston 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.
Marc Berman is a CFP® Practitioner at Colman Knight. He joined the firm in 1999 and specializes in Financial Planning Analysis and Investment Management. Before joining Colman Knight, he practiced as a Financial Advisor at MassMutual Life Insurance Company and served as a Corporate Real Estate and Facilities Manager for Agilent Technologies, Hewlett Packard and Apollo Computer for 15 years.
- – present · 22 yearsActon, MA · Adviser representative · Firm CRD 119696
Professional designations
Listed by Colman Knight Advisory Group
- Certified Financial Planner™
Investment adviser representative registrations
Marc Berman is registered as an investment adviser representative in 2 states. The first approvals date from October 2004; the most recent is Texas, in May 2015.
- MassachusettsSince 21 October 2004
- TexasSince 7 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 16 February 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 July 1998 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Marc Gerald Berman
- CRD
- 3088816
- Firm
- Colman Knight Advisory Group · CRD 119696
- Office
- 530 Great Road, Acton, MA 01720
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- colmanknight.com
Where does Marc Berman work?
Marc Berman is an investment adviser representative registered through Colman Knight Advisory Group, LLC since October 2004, and is not listed among the firm’s executive officers or direct owners.
Is Marc Berman a financial advisor?
Yes. Marc Berman has a current investment-adviser registration in Massachusetts and Texas, through Colman Knight Advisory Group since October 2004.
How many years of experience does Marc Berman have?
Marc Berman has 22 years in the financial industry, since October 2004, across 1 adviser firm.
What exams has Marc Berman passed?
Marc Berman has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in July 1998.
Where is Marc Berman based?
Marc Berman’s registered office is in Acton, MA.
Is Marc Berman registered with FINRA?
No. Marc Berman has no current broker registration.
Is Marc Berman a CFP?
Colman Knight Advisory Group lists Marc Berman with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
How can I verify Marc Berman’s record?
Search CRD 3088816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Berman’s full registration record.
