GK
GK
Geoffrey Korwan
33 Years of Experience
Charleston, WV
2 DisclosuresBroker
Geoffrey Korwan is a registered investment advisor at Morgan Stanley, based in Charleston, WV, 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
500 Lee Street East Laidley Tower Suite 300, Charleston, WV, 25339
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2003Settled
Customer Dispute
October 1999Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2004 - June 2009 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
January 1993 - June 2009 · 16 yrs 5 mos
State Registrations22 states
AZCACOFLGAKYLAMAMDMNNCNJNMNVNYOHPASCTXUTVAWV
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.