Geoffrey Morrissey, financial advisor Boston MA

Geoffrey Morrissey

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Geoffrey L. Morrissey
Phone Number: 800-225-2365
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    408,205
    MILLIONS
  • Total Number of Accounts
    4,305
    ACCOUNTS
  • Average Account Value
    $94,821,146
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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