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AM

Anne E. Morrissy

GAMCO ASSET MANAGEMENT
BANNOCKBURN, IL 60015
Some features on this profile are disabled
CRD#: 4647074
AM

Professional summary


Anne E. Morrissy, who also goes by Anne Morrissy, is a registered financial advisor currently at GAMCO ASSET MANAGEMENT INC. located in Bannockburn, Illinois and G.DISTRIBUTORS, LLC located in Rye, New York.

Anne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Anne has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Anne Morrissy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anne E. Morrissy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 4, 2005 - Present

GAMCO ASSET MANAGEMENT INC.

Office #1: 2801 Lakeside Drive, Bannockburn, IL 60015
RIA
CRD#: 104950
BANNOCKBURN, IL
Current

February 7, 2012 - Present

G.DISTRIBUTORS, LLC

Office #1: One Corporate Center, Rye, NY 10580
BD
CRD#: 155071
Rye, NY
Past

April 26, 2004 - March 7, 2013

G.RESEARCH, LLC

BD
CRD#: 7353
BANNOCKBURN, IL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
GAMCO ASSET MANAGEMENT INC.
GABELLI ASSET MANAGEMENT COMPANY | WOODLAND PARTNERS DIVISION OF GAMCO ASSET MANAGEMENT INC. | GAMCO INVESTORS, INC. | GAMCO INVESTORS INC | GAMCO ASSET MANAGEMENT INC.

CRD#: 104950 / SEC#: 801-14132

RIA
Registered Investment Advisory firm - (9/5/1978 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/13/2014)
IAR
Illinois
(10/4/2005)
RR
Illinois
(2/7/2012)
RR
Kansas
(10/18/2023)
RR
Missouri
(1/13/2014)
RR
Ohio
(4/8/2013)
RR
Wisconsin
(2/7/2012)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/25/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


GA
GAMCO ASSET MANAGEMENT INC.
GABELLI ASSET MANAGEMENT COMPANY | WOODLAND PARTNERS DIVISION OF GAMCO ASSET MANAGEMENT INC. | GAMCO INVESTORS, INC. | GAMCO INVESTORS INC | GAMCO ASSET MANAGEMENT INC.

CRD#: 104950 / SEC#: 801-14132

RIA
Registered Investment Advisory firm - (9/5/1978 Approved)
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Contact information


Main Address
191 Mason Street, Greenwich, CT 06830
Mailing Address
Phone number
(914) 921-5000
Established
Firm type
Fiscal year end
# of Employees
112

SEC notice filing (46 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GAMCO FORM ADV PART 2B (7/10/2025)

Regulatory assets under management


Total Number of Accounts1,601
AUM (Assets Under Management)$ 11,465,946,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GAMCO ASSET MANAGEMENT INC.

CRD#: 104950Bannockburn, IL 60015

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