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George Littrell

32 Years of Experience
Frederick, MD
2 DisclosuresBroker

George Littrell is a registered investment advisor at Morgan Stanley, based in Frederick, MD, 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

30 West Patrick Street, Suite 700, Frederick, MD, 21701

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History

Regulatory History (2)
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Customer Dispute
May 2012
Settled
Customer Dispute
July 2001
Closed-No Action
Other Business Activities

George serves as a director for Specialized Engineering, Inc., offering advisory services on the board of directors and two committees, dedicating minimal time. He is also a board member for Frederick Health, serving on the Finance and Investment Committees, spending a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1993 - October 2010 · 17 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1993 - October 2010 · 17 yrs 4 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAHIIDILINKSKYMAMDMEMIMONCNHNJNMNVNYOHOKPARISCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.