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Gregory Simakas

38 Years of Experience
Sewickley, PA
1 DisclosureBroker

Gregory Simakas is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 38 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

2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143

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History

Regulatory History (1)
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Criminal
April 1982
Final Disposition
Other Business Activities

Gregory is the owner/sole member of PJ Energy LLC, investing in oil and gas wells, dedicating a few hours per week to this project. He is also a board member at La Roche University, recently appointed to the investment and finance committees, spending minimal time on this role outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
November 2005 - June 2009 · 3 yrs 7 mos
Morgan Stanley
December 2002 - November 2005 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
March 1988 - November 2005 · 17 yrs 8 mos
Sma Equities, INC.Broker
January 1986 - June 1986 · 5 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.