GT
CFP · ChFC
GT
CFP · ChFC

Geal Talbert

39 Years of Experience
Honolulu, HI
1 DisclosureBroker

Geal Talbert is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 39 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2011
Other Business Activities

Geal is involved in several outside business activities, primarily related to real estate. These include being a member of Indy Five-0 LLC, a board member of Ikaika Hawaii and Ohana Housing USA, a sole proprietor/owner of multiple rental properties, a sole proprietor/owner of Eagle Management LLC, and a board member of Mauka Makai Holdings LLC. All activities take minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2022 - June 2022 · 0 mos
UBS Financial Services INC.
March 2011 - June 2022 · 11 yrs 3 mos
UBS Financial Services INC.Broker
March 2011 - June 2022 · 11 yrs 3 mos
UBS Financial Services INC.
March 2011 - March 2011 · 0 mos
LPL Financial LLC
March 2005 - February 2011 · 5 yrs 11 mos
LPL Financial LLCBroker
March 2005 - February 2011 · 5 yrs 11 mos
Edward JonesBroker
May 1994 - March 2005 · 10 yrs 10 mos
Pruco Securities CorporationBroker
July 1986 - April 1994 · 7 yrs 9 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.