George Edwards is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, 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
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2024 - Present · 2 yrs 5 mos
Morgan StanleyBroker
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2022 - February 2024 · 1 yr 7 mos
Pershing LLCBroker
November 2021 - May 2022 · 6 mos
Pershing Advisor Solutions LLCBroker
October 2010 - May 2022 · 11 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Citigroup Global Markets INC.
April 2009 - June 2009 · 2 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Ifmg Securities, INC.Broker
May 2007 - February 2008 · 9 mos
Wachovia Securities, LLCBroker
April 2003 - February 2007 · 3 yrs 10 mos
TD Waterhouse Investor Services, INC.Broker
November 2002 - April 2003 · 5 mos
Charles Schwab & CO., INC.Broker
October 1996 - November 2002 · 6 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.