LG
LG

Linda Gelson

41 Years of Experience
Morristown, NJ
Broker

Linda Gelson is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

340 Mount Kemble Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Linda is involved with multiple trusts in New Jersey and Nevada, providing investment decisions and advice. These activities take a minimal amount of time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
August 2011 - May 2022 · 10 yrs 9 mos
UBS Financial Services INC.Broker
August 2011 - May 2022 · 10 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.
May 2003 - June 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2003 - June 2009 · 6 yrs 1 mo
Prudential Securities Incorporated
June 2002 - May 2003 · 11 mos
Prudential Securities IncorporatedBroker
February 1988 - May 2003 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1984 - March 1988 · 3 yrs 6 mos
State Registrations43 states
ALAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Linda Gelson - Financial Advisor | TrueAdvisor