GC
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George Currence

23 Years of Experience
Tampa, FL
Broker

George Currence is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 23 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

4050 West Boy Scout Boulevard, Tampa, FL, 33607

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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 participates on a FINRA arbitration panel for case disputes. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 3 yrs
Morgan Stanley
January 2023 - Present · 3 yrs 8 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
February 2017 - September 2023 · 6 yrs 7 mos
E*trade Securities LLCBroker
January 2017 - September 2023 · 6 yrs 8 mos
Raymond James Financial Services Advisors, INC
March 2009 - January 2017 · 7 yrs 10 mos
Raymond James Financial Services
June 2006 - October 2009 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 2004 - January 2017 · 12 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
February 2001 - August 2002 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.