George Norcross
George Norcross is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Boston, MA, with 26 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,909 clients with $460B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Columbia Management's investment management fees are generally based on a percentage of the value of your portfolio. Fees are billed quarterly. The firm may negotiate different fees for different accounts based on factors like the size of the account and the services provided.
Location
290 Congress Street, Boston, MA, 02210
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Regulatory History
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 →Other Business Activities
George serves on the leadership board of the American Diabetes Association since 2016. This activity does not involve providing investment advice, securities trading, or asset management.
Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.
Columbia Management Investment Distributors, INC.Broker
Previous Registrations
Congress Asset Management Company, LLP
Quasar Distributors, LLCBroker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations53 states
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.