George Norcross, financial advisor Boston MA

George Norcross

CRD Number: 3109588
Current Firm: Columbia Management Investment Advisers, LLC

George Norcross (CRD# 3109588) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia Management Investment Distributors Inc. Boston, MA Sep 2016 - Current 7
Quasar Distributors, LLC Milwaukee, WI Feb 2013 - Sep 2016 3
Congress Asset Management, LLP Boston, MA Oct 2012 - Sep 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for George H. Norcross
Phone Number: 800-225-2365
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    388,389
    MILLIONS
  • Total Number of Accounts
    5,163
    ACCOUNTS
  • Average Account Value
    $75,225,390
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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