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John Gustin Norman

Wedge Capital Management LLP

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About John Gustin Norman

John Gustin Norman is an Investment Advisor Representative at Wedge Capital Management LLP based in Charlotte, North Carolina. John Gustin Norman is registered in North Carolina and has been in the industry since 1995.

Firm Information

John Norman is currently registered with Wedge Capital Management LLP. Wedge Capital Management LLP is an investment adviser headquartered in Charlotte, North Carolina. The firm manages a variety of investment portfolios for individuals, businesses, pooled investment vehicles, and institutional clients, including pension and profit-sharing plans, charitable organizations, and state or municipal government entities. They have approximately $7.58 billion in regulatory assets under management. The firm provides portfolio management services and participates in wrap fee programs.
Wedge Capital Management LLP

301 SOUTH COLLEGE STREET

CHARLOTTE, NC 28202-6002

$7.58B

Assets Under Management

1

Total Clients

22

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.

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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percentage of assets

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

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John Norman’s Registration & Firm History

NC

01/18/2005 - Present

Wedge Capital Management LLP (CHARLOTTE NC)

NC

03/23/2001 - 04/02/2004

BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)

NY

10/01/2000 - 02/27/2001

BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)

NC

01/03/1995 - 05/04/1998

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 07/08/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Gustin Norman.
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