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Geoffrey Stewart Delong

Crawford Investment Counsel Inc.

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About Geoffrey Stewart Delong

Geoffrey Delong is a registered Investment Advisor Representative with Crawford Investment Counsel Inc. Geoffrey has been in the industry since 1991 and has a Series 7 and Series 63 license. Geoffrey's previous employers include SunTrust Robinson Humphrey, Inc., SunTrust Capital Markets, Inc., and Smith Barney Inc. Geoffrey is also a Chartered Financial Analyst. Crawford Investment Counsel Inc. provides investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and institutions. The firm's services include portfolio management, financial planning, and investment research.

Firm Information

Geoffrey Delong is currently registered with Crawford Investment Counsel Inc.. Crawford Investment Counsel Inc. is an investment advisor based in Atlanta, Georgia with over $7.7 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and charitable organizations. They also offer wrap fee programs and specialize in managing assets for high-net-worth individuals.
Crawford Investment Counsel Inc.

600 GALLERIA PARKWAY, SE

ATLANTA, GA 30339

$7.73B

Assets Under Management

20

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Geoffrey Delong’s Registration & Firm History

GA

01/04/2011 - Present

Crawford Investment Counsel Inc. (ATLANTA GA)

GA

01/02/1998 - 06/12/2008

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

GA

06/11/1996 - 01/02/1998

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

NY

09/11/1991 - 07/07/1994

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Stewart Delong.
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