GT
CFP
GT
CFP
Greg Thomas is a CFP-designated registered investment advisor at Morgan Stanley, based in Boise, ID, with 35 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
101 South Capitol Boulevard, Suite 401, Boise, ID, 83702
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2009Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO., Incorporated
April 2007 - October 2007 · 6 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - October 2007 · 6 mos
Morgan Stanley
August 2001 - April 2007 · 5 yrs 8 mos
Morgan Stanley Dw INC.Broker
October 1999 - April 2007 · 7 yrs 6 mos
Salomon Smith Barney INC.Broker
April 1991 - October 1999 · 8 yrs 6 mos
Ids Life Insurance CompanyBroker
January 1991 - June 1992 · 1 yr 5 mos
American Express Financial Advisors INC.Broker
January 1991 - June 1992 · 1 yr 5 mos
State Registrations35 states
AKALAZCACOCTDCDEFLGAHIIDILINKYMAMDMIMOMTNCNJNMNVNYORPASCTNTXUTVAWAWIWY
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.