GC
GC
Gerald Crum is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 28 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
Loading...
Location
340 Mount Kemble Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2016Settled
Customer Dispute
September 2006Denied
Other Business Activities
Gerald is the sole proprietor/owner of Glenson Properties, a construction/engineering business in North Caldwell, New Jersey, since 2011. He spends minimal time on this investment-related activity after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
September 2020 - Present · 5 yrs 10 mos
Morgan Stanley
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
April 2009 - September 2020 · 11 yrs 5 mos
UBS Financial Services INC.Broker
April 2009 - September 2020 · 11 yrs 5 mos
Citigroup Global Markets INC.
September 2005 - April 2009 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
September 2005 - April 2009 · 3 yrs 7 mos
Morgan Stanley
June 2002 - September 2005 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
September 2001 - September 2005 · 4 yrs
Prudential Securities IncorporatedBroker
December 2000 - September 2001 · 9 mos
Heartland Securities CORP.Broker
July 1999 - November 2000 · 1 yr 4 mos
Partners Securities, INC.Broker
March 1999 - June 1999 · 3 mos
Heartland Securities CORP.Broker
April 1998 - October 1998 · 6 mos
Datek Online Brokerage Services CORP.Broker
January 1998 - April 1998 · 3 mos
Gibraltar Securities CO.Broker
December 1996 - January 1998 · 1 yr 1 mo
State Registrations38 states
ARAZCACOCTDCDEFLGAHIIDILKSKYLAMAMDMEMIMNMOMTNCNHNJNVNYORPARISCSDTXVAVTVirgin IslandsWAWI
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.