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Greg Settle
38 Years of Experience
Republic, WA
1 Disclosure
Greg Settle is a registered investment advisor at Morgan Stanley Institutional Investment Advisors LLC, based in Republic, WA, with 38 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 71 clients with $8.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
IM Fee
Planning only
Assets Under Management
$8.9B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Republic, WA
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Regulatory History (1)
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Regulatory
May 1985Final
Employment History
Current Registrations
Morgan Stanley Institutional Investment Advisors LLC
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Northwest Capital Management INC
April 2007 - January 2008 · 9 mos
ICMA Retirement CORP
October 2002 - April 2007 · 4 yrs 6 mos
Icma-Rc Services, LLCBroker
December 1992 - April 2007 · 14 yrs 4 mos
New England SecuritiesBroker
December 1988 - October 1992 · 3 yrs 10 mos
Security First Financial, INC.Broker
June 1984 - October 1988 · 4 yrs 4 mos
Wzw Financial Services, INC.Broker
September 1983 - December 1984 · 1 yr 3 mos
State Registrations3 states
ORTXWA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.