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George Herget

38 Years of Experience
Tucson, AZ
Broker

George Herget is a registered investment advisor at Morgan Stanley, based in Tucson, AZ, 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

7175 North Pima Canyon Drive, Tucson, AZ, 85718

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History

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.

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Other Business Activities

George is a Captain with the Pima County Sheriff's Mounted Search and Rescue. He also serves as a Trustee/Co-Trustee for a Trust, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 1998 - April 2007 · 8 yrs 11 mos
Piper Jaffray INC.Broker
October 1992 - June 1998 · 5 yrs 8 mos
Everen Securities, INC.Broker
September 1990 - October 1992 · 2 yrs 1 mo
Boettcher & Company, INC.Broker
November 1987 - September 1990 · 2 yrs 10 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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