George Huertas is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, 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
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
January 2019 - Present · 7 yrs 6 mos
Morgan Stanley
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - January 2019 · 11 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - January 2019 · 11 yrs 6 mos
Screaming Eagle Trading, INC.Broker
March 2007 - June 2007 · 3 mos
Windy Hill Capital Management
January 2000 - December 2006 · 6 yrs 11 mos
Cibc World Markets CORP.Broker
April 1997 - January 2000 · 2 yrs 9 mos
Hambrecht & Quist LLCBroker
February 1988 - April 1997 · 9 yrs 2 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
November 1986 - February 1988 · 1 yr 3 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.