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Geoffrey Hudson

28 Years of Experience
Chapel Hill, NC
1 DisclosureBroker

Geoffrey Hudson is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, 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

6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517

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History

Regulatory History (1)
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Customer Dispute
February 2009
Denied
Other Business Activities

Geoffrey is a sole proprietor/owner/partner in real estate since 2014 and an author of a published novel. He also serves on the advisory board, finance committee, and investment committee for the North Carolina Central University Foundation, dedicating minimal time to this role.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Wachovia Securities, LLC
June 2002 - May 2008 · 5 yrs 11 mos
Wachovia Securities, LLCBroker
June 2002 - May 2008 · 5 yrs 11 mos
Wachovia Securities, INC.
July 2001 - June 2002 · 11 mos
Wachovia Securities, INC.Broker
November 1997 - June 2002 · 4 yrs 7 mos
Painewebber IncorporatedBroker
July 1997 - December 1997 · 5 mos
State Registrations40 states
ALAZCACOCTDCFLGAHIILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNYOKORPASCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.