Donald Collins

IRONWOOD INVESTMENT MANAGEMENT

BOSTON, MA 02129

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CRD#: 858475

Professional summary

Donald Collins is a registered financial advisor currently at IRONWOOD INVESTMENT MANAGEMENT, LLC located in Boston, Massachusetts.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Donald has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Collins's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 11, 2007 - Present

IRONWOOD INVESTMENT MANAGEMENT, LLC

Office #1: 21 Custom House Street Suite 240, Boston, MA 02129

RIA

CRD#: 108467

BOSTON, MA

Past

April 11, 1988 - November 24, 1998

ADVEST, INC.

CRD#: 10

Past

September 30, 1985 - November 24, 1998

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

November 1, 1978 - September 30, 1985

BURGESS & LEITH INCORPORATED

CRD#: 114

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".

IRONWOOD INVESTMENT MANAGEMENT, LLC

IRONWOOD CAPITAL MANAGEMENT LLC | IRONWOOD INVESTMENT MANAGEMENT, LLC

CRD#: 108467 / SEC#: 801-55081

RIA

Registered Investment Advisory firm - (12/15/1997 Approved)

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
(1/11/2007)

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: 5/15/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/21/1978

General Securities Representative Examination

Current Firm

IRONWOOD INVESTMENT MANAGEMENT, LLC

IRONWOOD CAPITAL MANAGEMENT LLC | IRONWOOD INVESTMENT MANAGEMENT, LLC

CRD#: 108467 / SEC#: 801-55081

RIA

Registered Investment Advisory firm - (12/15/1997 Approved)

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Contact information

Main Address

67 Batterymarch Street 3rd Floor, Boston, MA 02110

Mailing Address

Phone number

(617) 757-7600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IRONWOOD INVESTMENT MANAGEMENT, LLC ADV PART 2 3.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 221,874,526

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.

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Donald Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONWOOD INVESTMENT MANAGEMENT, LLC

ADVEST, INC.

ADVEST, INC.

BURGESS & LEITH INCORPORATED

Primary Firm SEC Registration

IRONWOOD INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/15/1985

Series 7

Date: 10/21/1978

Current Firm

IRONWOOD INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRONWOOD INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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