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Marc Gerald Berman is a financial advisor professional located in Acton, MA. They specialize in financial advisory.
Marc Gerald Berman - Colman Knight Advisory Group, Llc holds an active professional license (FINRA CRD) for your protection.
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Marc Gerald Berman operates Colman Knight Advisory Group, LLC, a financial advisory firm based in Acton, Massachusetts. As a financial advisor, Berman works with clients on investment and wealth management matters. The firm holds FINRA CRD registration, which subjects it to regulatory oversight by the Financial Industry Regulatory Authority. This registration indicates the business operates within the framework of securities industry standards and compliance requirements.
Marc Gerald Berman's FINRA CRD registration means the firm and its representatives are registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and dealers in the United States. FINRA CRD (Central Registration Depository) registration requires compliance with securities laws, regular audits, and adherence to industry conduct standards. This registration provides clients with a documented record of the advisor's regulatory status and disciplinary history, which can be verified through FINRA's public database. It signals that the firm operates under federal oversight and is subject to ongoing compliance requirements.