Geoffrey MorrisseyCRD Number: 6335953
Current Firm: Columbia Management Investment Advisers, LLC
Geoffrey Morrissey (CRD# 6335953) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 2 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Columbia Management Investment Distributors, Inc.||Boston, MA||Jul 2019 - Current||2|
|Stratos Wealth Partners, Ltd||Wellesley, MA||Jun 2018 - Jul 2019||1|
|Lpl Financial LLC||Wellesley, MA||Oct 2016 - Jul 2019||2|
|Ameriprise Financial Services, Inc.||Wellesley, MA||Feb 2016 - Nov 2016||< 1|
|Balance Wealth Advisors||Wellesley, MA||May 2014 - Feb 2016||1|
|Emmanuel College||Boston, MA||Sep 2011 - Dec 2015||4|
|Fenway Park||Boston, MA||Jun 2013 - Aug 2015||2|
|Hyannis Ice Cream||Dennis, MA||May 2012 - Aug 2012||< 1|
|Wonderbar||Allston, MA||Oct 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management408,205MILLIONS
Total Number of Accounts4,305ACCOUNTS
Average Account Value$94,821,146
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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