Darren
Norton
Gw & Wade, LLC
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About this Advisor
Darren Norton is a financial advisor who works in Wellesley Hills, Massachusetts with 21 years of industry experience. Norton is an employee of Gw & Wade, LLC. Their career trajectory has included roles at G.W. & Wade, Inc and G.W. & Wade Asset Management Company, Inc. Norton holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Gw & Wade, LLC is a financial advisory firm that has its headquarters in Wellesley Hills, MA. The investment advisory business has offices in five locations and a total of 87 people on staff. It handles $9 billion in total assets among its 11,861 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 19 charities and foundations. Of its 11,861 client accounts, 48% belong to high-net-worth clients who have greater than $1 million in assets. Gw & Wade, LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees vary depending on which service is provided. However, fee types charged by Gw & Wade, LLC can include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gw & Wade, LLC Brokerage Details
$8,902,726,024
87
11,861
$750,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Darren Norton Work History
Darren has been registered as a financial advisor for 21 years.*
G.W. & Wade, Inc
G.W. & Wade Asset Management Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darren Norton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gw & Wade, LLC
Palo Alto, CA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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