Anne Morrissy (CRD# 4647074) is an Investment Advisor Representative working at Gamco Asset Management Inc. in Bannockburn, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| G.distributors, LLC | Rye, NY | Jan 2012 - Current | 12 |
| Gamco Asset Management Inc. | Bannockburn, IL | Oct 2004 - Current | 19 |
| Gabelli & Company, Inc. | Bannockburn, IL | Oct 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
- IL
-
Total Assets Under Management10,377MILLIONS
-
Total Number of Accounts1,651ACCOUNTS
-
Average Account Value$6,285,512
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
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