Geoffrey
Morrissey
Columbia Management Investment Advisers, LLC
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About this Advisor
Geoffrey Morrissey is a financial advisor based in Boston, Massachusetts, working with Columbia Management Investment Advisers, LLC. Geoffrey has previously held positions at Ameriprise Financial Services, Inc, Balance Wealth Advisors, Emmanuel College, Fenway Park, Lpl Financial LLC, Stratos Wealth Partners, LTD, and Columbia Management Investment Distributors, Inc. Geoffrey has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Geoffrey is part of Columbia Management Investment Advisers, LLC, which operates out of Boston, Massachusetts. The firm has 9 offices and 1,008 employees. The firm manages assets totaling $427.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Columbia Management Investment Advisers, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Columbia Management Investment Advisers, LLC Brokerage Details
$427,057,574,198
1,008
5,495
$77,717,484
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Geoffrey Morrissey Work History
Columbia Management Investment Distributors, Inc
Stratos Wealth Partners, LTD
Ameriprise Financial Services, Inc
Lpl Financial LLC
Balance Wealth Advisors
Fenway Park
Emmanuel College
Disclosures
Please visit the SEC profile of Geoffrey Morrissey 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 Columbia Management Investment Advisers, LLC
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