George Haddad is a CFP-designated registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
Get directionsNo 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 →George is a board member on the Board of Executive Advisors for the Williams College of Business at Xavier University since 2002. He spends minimal time providing advice and guidance to students and faculty.
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.