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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Saltonstall is a financial advisor with Corient. George has been in the financial services industry since 1982. George specializes in providing financial planning, portfolio management, and investment advisory services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. George also serves as a Limited Partner at S & Co., LLP, a family office. George holds the Chartered Financial Analyst (CFA) designation and has passed the Series 3, 6, 7, 24, 63, and 65 exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
12/13/2022 - Present
Corient (Boston MA)
MA
03/05/2004 - 05/01/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
10/21/2003 - 01/26/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
04/02/1982 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 09/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 3 - National Commodity Futures Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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