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JC

Julia M. Colantuono

ONE FINANCIAL DESIGN
Hingham, MA
Some features on this profile are disabled
CRD#: 6434149
JC

Professional summary

Julia May Colantuono, CFP®, who also goes by Julia M Colantuono, Julia May Duros, is a registered financial advisor currently at ONE FINANCIAL DESIGN, LLC located in Hingham, Massachusetts.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Julia has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julia M Colantuono | Julia May Duros

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.
Name of business: Contigo Advisors The business is NOT investment-related. Address: 136 Heber Avenue Suite 204, Park City, Utah 84060, US. Nature of business: Tax advising My position/title: Consultant, Wealth Planning Start Date: 01/01/2024 Approx. number of hours: 8 hours per month. (most hours during securities trading hours) Description of duties: Input client's financial data into MoneyGuidePro financial software and provide them with the output financial plan report for seeing whether they are on track for their financial goals. I do NOT provide investment advice or specific financial recommendations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia May Colantuono's CRS (Customer Relationship Summary).

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: 2018

Experience

Current

March 13, 2023 - Present

ONE FINANCIAL DESIGN, LLC

RIA
CRD#: 324966
Hingham, MA
Past

October 12, 2022 - December 31, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Auburndale, MA
Past

February 15, 2019 - January 9, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Auburndale, MA
Past

June 27, 2016 - February 8, 2019

MORGAN STANLEY

RIA
CRD#: 149777
BOSTON, MA
Past

February 16, 2016 - February 8, 2019

MORGAN STANLEY

BD
CRD#: 149777
BOSTON, MA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(3/13/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/27/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/2016
General Securities Representative Examination

Current Firm

OF
ONE FINANCIAL DESIGN, LLC
ONE FINANCIAL DESIGN, LLC

CRD#: 324966 / SEC#:

Massachusetts
Registered Investment Advisory firm - (3/13/2023 Approved)
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Contact information

Main Address
Hingham, MA
Mailing Address
Phone number
(978) 821-0964
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 1,273,191

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ONE FINANCIAL DESIGN, LLC

CRD#: 324966Hingham, MA

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