GM
GM

George Manning

30 Years of Experience
Hull, MA
Broker

George Manning is a registered investment advisor at Trustage Investment Management, based in Hull, MA, with 30 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 349 clients with $39B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$39.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Trustage Investment Management
January 2020 - Present · 6 yrs 9 mos
CUNA Brokerage Services, INC.Broker
March 2017 - Present · 9 yrs 7 mos
CUNA Brokerage Services, INC.
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
CUNA Brokerage Services, INC.
April 2017 - October 2019 · 2 yrs 6 mos
Lincoln Financial Distributors, INC.Broker
March 2014 - December 2015 · 1 yr 9 mos
Ngam Distribution, L.P.Broker
March 2010 - October 2012 · 2 yrs 7 mos
Ngam Advisors, L.P.
March 2010 - October 2012 · 2 yrs 7 mos
Alliancebernstein L.P.
June 2007 - March 2009 · 1 yr 9 mos
Alliancebernstein Investments, INC.Broker
June 2007 - March 2009 · 1 yr 9 mos
Princor Financial Services Corporation
August 2005 - May 2007 · 1 yr 9 mos
Princor Financial Services CorporationBroker
January 2004 - May 2007 · 3 yrs 4 mos
Mmc Securities CORP
November 2002 - December 2003 · 1 yr 1 mo
Mmc Securities CORP.Broker
May 2002 - December 2003 · 1 yr 7 mos
John Hancock Funds, INC.Broker
May 2000 - April 2001 · 11 mos
Putnam Mutual Funds CORP.Broker
February 1993 - December 1999 · 6 yrs 10 mos
Fidelity Investments Institutional Services Company, INC.Broker
February 1991 - January 1993 · 1 yr 11 mos
Pruco Securities CorporationBroker
March 1988 - April 1988 · 1 mo
State Registrations8 states
CTDEMAMENHNYRIVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
  • Robert Zuber, ChFC
    Cambridge Investment Research Advisors, INC.