EG
EG

Emi George

25 Years of Experience
Kahului, HI
Broker

Emi George is a registered investment advisor at Morgan Stanley, based in Kahului, HI, with 25 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

33 Lono Avenue, Suite 330, Kahului, HI, 96732

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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

Emi owns rental property in Wailuku, HI since 2013. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Morgan Stanley
May 2011 - Present · 15 yrs
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Citigroup Global Markets INC.
January 2003 - June 2009 · 6 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
Lasalle St Securities, L.L.C.Broker
July 2001 - December 2001 · 5 mos
Salomon Smith Barney INC.Broker
July 1999 - December 2000 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Emi George - Financial Advisor | TrueAdvisor