Colliers Securities LLC

Overview

Colliers Securities LLC is a non-independent, retail RIA organized as an LLC that combines advisory services with broker-dealer, insurance brokerage, and registered municipal advisor capabilities. The firm bills clients on a percentage-of-AUM basis and identifies as a capital allocator that selects outside managers for client portfolios. Its client mix includes individuals and families as well as institutional relationships, and its advisory work emphasizes portfolio management for individuals and small businesses alongside the selection of third‑party advisers. The firm was SEC-registered in 2014 and lists mixed ownership (foreign entity and individual). It does not identify as an active ESG investor and is not reported as a multi-state adviser in the snapshot data, even though it maintains multiple branch locations. Industry affiliations include broker-dealer, insurance company, and real estate broker roles, which aligns with its multi-product distribution model and the inclusion of insurance-based solutions in its offering set.

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Public Holdings

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Location & Offices