Gayle K. Colman

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CRD#: 1397812

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gayle Knight Colman, CFP®, who also goes by Gayle Katherine Knight, was a registered financial professional .

Gayle is a previously registered financial professional and started their career in finance in 1985. Gayle had worked at 3 firms and has passed the Series 63 and Series 7 exams.

Biography

Gayle received her B.S. in Finance and Investments from Auburn University. With a passion for lifelong learning, she continues to explore traditional and non-traditional education. In addition to attending courses and workshops led by George Kinder, CFP®, and Stuart Heller, PhD and the Strategic Coach program, Gayle is a Certified Master Integral CoachTM with Integral Coaching Canada, and a Certified Conscious Relationship Coach with the Hendricks Institute founded by Gay and Kathlyn Hendricks, Ph.D.
 
Serving in leadership roles in various communities, Gayle is a visionary inspiring others by being a living example. Currently she serves as the chapter president of the Financial Planning Association of Massachusetts. She is a sought after speaker and facilitator, leading retreats for the Financial Planning Association, designing and facilitating an ‘Inward Bound’ training as a Sudden Money Advisor among others.
 
Gayle co-founded and created Imagination Made RealTM, a comprehensive manifestation program that fosters a reliable and sustainable path to manifestation. Gayle is also the creator of MoneyMovesTM cards, and MoneyMovesTM Online Game, both offering a fun and friendly exploration into your relationship with money.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Life Transitions

Estate Planning

Do you have an area of expertise or specialization?

Business Owners

Estate & Generational Planning...

Financial Psychology/Coaching

High Net Worth Client Needs

Investment Advice with Ongoing...

What is your minimum asset requirement?

Are you a "fiduciary"?

Aliases

Gayle Katherine Knight

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) MRS. COLMAN IS A BENEFICIARY OF 530 GREAT ROAD REALTY TRUST. NON-INVESTMENT RELATED. START DATE: 01/2024. SHE CURRENTLY DEVOTES LESS THAN AN HOUR PER MONTH, NONE DURING SECURITIES TRADING HOURS. DUTIES: ADMINISTRATIVE. (2) MRS. COLMAN IS THE CEO OF SOMATIC FINANCE. NON-INVESTMENT-RELATED. START DATE: 07/2017. SHE CURRENTLY DEVOTES 200 HOURS PER MONTH, MOST DURING SECURITIES TRADING HOURS. DUTIES: FINANCIAL COACHING, MENTORSHIP, SPEAKING ENGAGEMENTS, BOOK PROMOTION EVENTS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Past

April 23, 2003 - September 17, 2025

COLMAN KNIGHT ADVISORY GROUP, LLC

RIA

CRD#: 119696

Acton, MA

Past

May 20, 1987 - July 14, 1988

TUCKER ANTHONY INCORPORATED

CRD#: 837

Past

August 20, 1985 - June 9, 1986

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLMAN KNIGHT ADVISORY GROUP, LLC

CRD#: 119696 / SEC#: 801-61940

RIA

Registered Investment Advisory firm - (4/16/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/17/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

Current Firm

COLMAN KNIGHT ADVISORY GROUP, LLC

CRD#: 119696 / SEC#: 801-61940

RIA

Registered Investment Advisory firm - (4/16/2003 Approved)

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Contact information

Main Address

530 Great Road, Acton, MA 01720

Mailing Address

Phone number

(978) 371-2015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts	405
AUM (Assets Under Management)	$ 175,230,619

Red Flags

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Contact information

(xxx) xxx-xxxx

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Gayle K. Colman

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COLMAN KNIGHT ADVISORY GROUP, LLC

TUCKER ANTHONY INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

COLMAN KNIGHT ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/17/1985

Series 7

Date: 8/17/1985

Current Firm

COLMAN KNIGHT ADVISORY GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLMAN KNIGHT ADVISORY GROUP, LLC

TRUST BUT VERIFY

Contact information

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