George Fosdick is a CFP-designated registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 24 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
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
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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
September 2024 - Present · 1 yr 10 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 10 mos
Morgan Stanley
September 2024 - Present · 1 yr 10 mos
Previous Registrations
UBS Financial Services INC.Broker
July 2012 - September 2024 · 12 yrs 2 mos
UBS Financial Services INC.
July 2012 - September 2024 · 12 yrs 2 mos
Morgan Stanley Smith Barney LLC
March 2011 - July 2012 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
March 2011 - July 2012 · 1 yr 4 mos
Wells Fargo Advisors, LLC
May 2006 - March 2011 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
May 2006 - March 2011 · 4 yrs 10 mos
Chase Investment Services CORP.
October 2002 - March 2006 · 3 yrs 5 mos
Chase Investment Services CORP.Broker
October 2002 - March 2006 · 3 yrs 5 mos
Prudential Securities Incorporated
June 2002 - September 2002 · 3 mos
Prudential Securities IncorporatedBroker
August 2001 - September 2002 · 1 yr 1 mo
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.