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John Gerd Morris

HARBOURVEST PARTNERS, LLC·BOSTON, Massachusetts
Unclaimed Profile
ONE FINANCIAL CENTER, BOSTON, MA 02111CRD# 5904987Firm CRD# 109846
01

About

John Gerd Morris is a registered financial advisor based in BOSTON, Massachusetts, affiliated with HARBOURVEST PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HARBOURVEST PARTNERS, LLC
HARBOURVEST PARTNERS, LLC
AUM
$151.3B
Regulatory assets under management
Employees
1103
Total firm employees
View all advisors at HARBOURVEST PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5904987
Firm CRD# 109846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Gerd Morris offer?
John Gerd Morris specializes in Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are John Gerd Morris's credentials?
John Gerd Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gerd Morris located?
John Gerd Morris is based in BOSTON, Massachusetts, working with HARBOURVEST PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does John Gerd Morris charge for services?
John Gerd Morris's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOURVEST PARTNERS, LLC?
HARBOURVEST PARTNERS, LLC has approximately 1103 employees and manages $151.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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