Invested Better
Unclaimed

Unclaimed

Unclaimed

Noel Billings Blair

Congress Asset Management Company, LLP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Noel? Claim Your Profile

About Noel Billings Blair

Noel Billings Blair is an investment advisor representative at Congress Asset Management Company, LLP. Noel is a Chartered Financial Analyst and has been in the industry since September 2001. Congress Asset Management Company, LLP is based in Boston, MA and has approximately $12 billion in assets under management. They offer financial planning, portfolio management, and other advisory services to individuals, families, institutions, and corporations.

Firm Information

Noel Blair is currently registered with Congress Asset Management Company, LLP. Congress Asset Management Company, LLP is a Boston, MA-based investment advisor with approximately $12,146,933,847 in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other clients. They also offer educational seminars and selection of other advisers.
Congress Asset Management Company, LLP

2 SEAPORT LANE

BOSTON, MA 02210-2001

$12.15B

Assets Under Management

26

Total Clients

12

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Noel Blair’s Registration & Firm History

MA

02/15/2022 - Present

Congress Asset Management Company, LLP (BOSTON MA)

Not sure if Noel Billings Blair is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Noel Billings Blair.
Not sure if Noel Billings Blair is right for you?