GH
CFP
GH
CFP

George Haddad

30 Years of Experience
Cincinnati, OH
Broker

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.

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

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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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

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.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1999 - August 2021 · 22 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1997 - August 2021 · 24 yrs 5 mos
Smith Barney INC.Broker
September 1995 - April 1997 · 1 yr 7 mos
State Registrations18 states
AZCACOCTFLHIINKSKYMAMEMIMONYOHPASCTX
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.
George Haddad - Financial Advisor | TrueAdvisor