Greg Edgar is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 33 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
20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2013Settled
Other Business Activities
Greg is a board member for Gilroy Gardens, dedicating minimal time outside business hours. Greg also owns rental property, spending minimal time on it outside business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 1992 - April 2007 · 14 yrs 9 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.