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George Norman Whitmore

Anchor Capital Advisors LLC

Boston, MA

CRD 2028727

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Employer firm

Anchor Capital Advisors LLC CRD 105540

$2.37B regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Anchor Capital Advisors Llc

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2015-01-22
  • MA RA
    APPROVED
    Since 2015-01-22

Branch Locations

Two International Place Suite 2110, Boston, MA 02110-4104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anchor Capital Advisors Llc Boston MA 01/2013 Present
Previous Registrations
  • 2012-06-19 → 2013-01-24
    Anchor/Russell Capital Advisors Llc
    Boston, MA
  • 2007-12-05 → 2012-05-25
    Russell Investments
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-04
S63 Uniform Securities Agent State Law Examination 1994-06-24
  • S66 Uniform Combined State Law Examination
    2007-12-04
  • S63 Uniform Securities Agent State Law Examination
    1994-06-24

View on SEC IAPD

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