GR
CFP
GR
CFP

Geoffrey Raynor

28 Years of Experience
Raleigh, NC
Broker

Geoffrey Raynor is a CFP-designated registered investment advisor at Morgan Stanley, based in Raleigh, NC, 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
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Location

3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612

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History

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.

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Other Business Activities

Geoffrey is on the advisory board for the Kennan Flagler Business School Alumni Chapter and owns multiple rental properties. He dedicates minimal time to these activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
January 2019 - September 2024 · 5 yrs 8 mos
Edward JonesBroker
December 2018 - September 2024 · 5 yrs 9 mos
Ohio National Equities, INC.Broker
September 2003 - September 2018 · 15 yrs
Legg Mason Wood Walker INC
December 2001 - May 2003 · 1 yr 5 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2001 - May 2003 · 1 yr 10 mos
Wachovia Securities, INC.Broker
May 1997 - August 2001 · 4 yrs 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.