George Gill is a registered investment advisor at Morgan Stanley, based in Duluth, GA, with 29 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
2160 Satellite Blvd, Suite 150, Duluth, GA, 30097
Get directionsHistory
Regulatory History (1)
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
March 2000Closed-No Action
Other Business Activities
George serves on the advisory board for USO of Georgia Inc, a non-profit charitable organization. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Morgan Stanley
December 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
USAA Investment Services Company
January 2018 - July 2020 · 2 yrs 6 mos
USAA Financial Advisors, INC.Broker
July 2011 - July 2020 · 9 yrs
USAA Financial Planning Services
July 2011 - January 2018 · 6 yrs 6 mos
Wells Fargo Advisors, LLC
April 2006 - June 2011 · 5 yrs 2 mos
Wells Fargo Advisors, LLCBroker
April 2006 - June 2011 · 5 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 1996 - April 2006 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1996 - April 2006 · 9 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.