George Getz is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 32 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
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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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
April 2014 - Present · 12 yrs 1 mo
Morgan StanleyBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - April 2014 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2010 - April 2014 · 4 yrs
Dominick & Dominick LLCBroker
March 2009 - May 2010 · 1 yr 2 mos
Dominick & Dominick LLCBroker
December 2005 - June 2008 · 2 yrs 6 mos
Carlin Equities CORP.Broker
August 2005 - December 2005 · 4 mos
Providence Capital, INC.Broker
November 2004 - July 2005 · 8 mos
Credit Suisse First Boston LLCBroker
January 2003 - November 2004 · 1 yr 10 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
March 1993 - January 2003 · 9 yrs 10 mos
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.