George Mccurdy is a registered investment advisor at Morgan Stanley, based in Montgomery, AL, 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
7515 Halcyon Summit Drive, Montgomery, AL, 36117
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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 Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2009 - June 2009 · 4 mos
Citigroup Global Markets INC.Broker
February 2009 - June 2009 · 4 mos
Wachovia Securities, LLC
April 2000 - February 2009 · 8 yrs 10 mos
Wachovia Securities, LLCBroker
October 1999 - February 2009 · 9 yrs 4 mos
First Union Capital Markets CORP.Broker
June 1999 - October 1999 · 4 mos
J.C. Bradford & CO.Broker
September 1991 - June 1999 · 7 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
December 1989 - September 1991 · 1 yr 9 mos
Morgan Keegan & Company, INC.Broker
December 1986 - December 1989 · 3 yrs
State Registrations17 states
AKALDCFLGALAMAMNMSNCNJNYORSCTNTXVA
AdvisorBrokerBoth
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.