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George Oller

38 Years of Experience
Birmingham, AL
Broker

George Oller is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, 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

3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

George is a proprietor at Training Consultants Inc. He spends a few hours per week on this training-related activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2001 - April 2007 · 5 yrs 9 mos
Morgan Stanley Dw INC.Broker
June 2001 - April 2007 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1987 - June 2001 · 14 yrs 1 mo
State Registrations33 states
AKALARCACOCTDCFLGAILINKSKYMAMDMNMOMSMTNCNJNYOHOKORSCSDTNTXVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
George Oller - Financial Advisor | TrueAdvisor