# COLONIAL ADVISORY SERVICES INC

COLONIAL ADVISORY SERVICES INC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 108876
- Type: SEC-registered investment adviser
- SEC file number: 801-18179
- Location: ONE FINANCIAL CENTER, BOSTON, MA, 02111
- Phone: 617-426-3750
- Latest filing: 2005-12-21
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.2B
- Clients: 11
- Accounts: 9

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| [LOEWENBERG JEAN SUSAN](https://search.stillhousedata.com/person/747022) | CLERK AND CHIEF LEGAL OFFICER | — |
| [MULLIN MARY ANNE](https://search.stillhousedata.com/person/757436) | CHIEF COMPLIANCE OFFICER | — |
| [BANKS KEITH THOMAS](https://search.stillhousedata.com/person/757856) | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR; VARIOUS TO PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| [WONDRACK LINDA JEAN](https://search.stillhousedata.com/person/757857) | CHIEF COMPLIANCE OFFICER | — |
| [CAROME KEVIN MICHAEL](https://search.stillhousedata.com/person/762231) | DIRECTOR | — |
| [IUDICE PHILIP JOHN](https://search.stillhousedata.com/person/762902) | TREASURER; VARIOUS TO CHIEF FINANCIAL OFFICER AND TREASURER | — |
| [SAYLER ROGER A](https://search.stillhousedata.com/person/762903) | DIRECTOR | — |
| [ROZENSON DAVID A](https://search.stillhousedata.com/person/762904) | CLERK AND CHIEF LEGAL OFFICER; CLERK& CHIEF LEGAL OFFICER; VARIOUS TO CLERK | — |
| [FURLONG BRENDA JEAN](https://search.stillhousedata.com/person/762905) | DIRECTOR | — |
| [BOATMAN BONNY EUGENIA](https://search.stillhousedata.com/person/769962) | EXECUTIVE VICE PRESIDENT | — |
| [BIRNBAUM ROBERT DAVID](https://search.stillhousedata.com/person/770206) | PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR | — |
| [CONNAUGHTON JOHN KEVIN](https://search.stillhousedata.com/person/773835) | INTERIM HEAD OF MUTUAL FUNDS | — |
| [WHITEHEAD JEFF A](https://search.stillhousedata.com/person/778486) | CHIEF FINANCIAL OFFICER | — |
| [GIBSON STEPHEN EUGENE](https://search.stillhousedata.com/person/778487) | CHAIRMAN OF THE BOARD AND DIRECTOR | — |
| [PALOMBO JOSEPH ROBERT](https://search.stillhousedata.com/person/778488) | CHIEF OPERATING OFFICER AND DIRECTOR; DIRECTOR | — |
| [BEGLEY LINDA](https://search.stillhousedata.com/person/778489) | CHIEF COMPLIANCE OFFICER | — |
| [ERICSON CARL C](https://search.stillhousedata.com/person/779106) | PRESIDENT | — |
| [SPANOS GREGORY JOHN](https://search.stillhousedata.com/person/779107) | EXECUTIVE VICE PRESIDENT | — |
| [BANKS KEITH](https://search.stillhousedata.com/person/779705) | DIRECTOR | — |
| [FOX MARTHA ELLEN](https://search.stillhousedata.com/person/788645) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108876/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108876/similar
- Related entities: https://search.stillhousedata.com/firm/108876/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108876

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.