Geoffrey HightCRD Number: 5360430
Current Firm: Strategic Advisers, Inc.
Geoffrey Hight (CRD# 5360430) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Portland, ME and has over 9 years of experience in the finance industry.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|Fidelity Brokerage Services LLC||Burlington, MA||Apr 2007 - Current||10|
|Strategic Advisors Inc.||Burlington, MA||Jan 2006 - Current||11|
|Fidelity Investments||Boston, MA||Jan 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV