Georgiann Collins is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 26 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
300 Linden Oaks, Suite 200, Rochester, NY, 14625
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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 2019 - Present · 7 yrs
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
December 2004 - April 2007 · 2 yrs 4 mos
UBS Financial Services INC.Broker
April 2003 - November 2004 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
October 2000 - March 2003 · 2 yrs 5 mos
Painewebber IncorporatedBroker
March 2000 - October 2000 · 7 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1999 - March 2000 · 3 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.