Richard 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. Richard Colman holds an A.B. in Government from Cornell University and a J.D. with a Concentration in Taxation from Boston University School of Law.
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.
Richard Colman is Co-founder of Colman Knight Advisory Group, LLC, based in Acton, Massachusetts. He has almost 35 years of experience and counsels business owners, closely-held businesses, and affluent families and individuals. Before co-founding the firm he was Co-Director of the Tax and Financial Planning Department at Tucker Anthony Management Corporation.
- – present · 32 yearsActon, MA · Adviser representative · Firm CRD 119696
Investment adviser representative registrations
Richard Colman is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from April 1994; the most recent is Maine, in October 2022.
- MaineSince 11 October 2022
- MassachusettsSince 19 April 1994
- New HampshireSince 8 May 2015
- South CarolinaSince 10 October 2022
- TexasResidentSince 11 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Richard Keith Colman
- CRD
- 4624978
- Firm
- Colman Knight Advisory Group · CRD 119696
- Role
- Co-CEO
- Office
- 530 Great Road, Acton, MA 01720
- Registration
- Investment adviser registration
- In the industry since
- April 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- colmanknight.com
Where does Richard Colman work?
Richard Colman has been Co-CEO of Colman Knight Advisory Group, LLC since January 2003, and is a control person of the firm.
Is Richard Colman a financial advisor?
Yes. Richard Colman has a current investment-adviser registration in Maine, Massachusetts, New Hampshire, South Carolina and Texas, through Colman Knight Advisory Group since April 1994.
How many years of experience does Richard Colman have?
Richard Colman has 32 years in the financial industry, since April 1994, across 1 adviser firm.
What exams has Richard Colman passed?
Richard Colman passed the Series 65 in May 2015.
Where is Richard Colman based?
Richard Colman’s registered office is in Acton, MA.
Is Richard Colman registered with FINRA?
No. Richard Colman has no current broker registration.
How can I verify Richard Colman’s record?
Search CRD 4624978 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Colman’s full registration record.
