Darren Norton, financial advisor Wellesley MA

Darren Norton

CRD Number: 3146276
Current Firm: The Colony Group, LLC

Darren Norton (CRD# 3146276) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
The Colony Group, LLC Boston, MA Mar 2024 - Current < 1
G.w. & Wade, LLC Wellesley, MA Dec 2000 - Mar 2024 23
G.w. & Wade Asset Management Company, Inc. Wellesley, MA Dec 2000 - Dec 2023 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Darren M. Norton
Phone Number: 617-723-8200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    18,880
    MILLIONS
  • Total Number of Accounts
    20,099
    ACCOUNTS
  • Average Account Value
    $939,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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