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George Barrios

26 Years of Experience
Boise, ID
Broker

George Barrios is a registered investment advisor at Morgan Stanley, based in Boise, ID, 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

101 South Capitol Boulevard, Suite 401, Boise, ID, 83702

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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

George is a sole proprietor and property manager of a long-term rental home in Indio, CA, rented to a related party since 2012. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2024 - Present · 1 yr 10 mos
Morgan StanleyBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
RBC Capital Markets, LLC
March 2003 - August 2024 · 21 yrs 5 mos
RBC Capital Markets, LLCBroker
March 2003 - August 2024 · 21 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2000 - March 2003 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - March 2003 · 3 yrs 1 mo
State Registrations39 states
AKALARAZCACOCTDEFLGAHIIDILINKSKYMAMDMEMNMTNCNENJNMNVNYOKORPASDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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