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Gregg Gelber

25 Years of Experience
Coral Gables, FL
Broker

Gregg Gelber is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 25 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregg is involved in several real estate investment ventures, including Generator Corp, Generator Holdings LLC, Southern Comfort Properties II, LLC, Laurel Oak Inn, LLC, and two trusts. These activities involve roles such as owner, partner, trustee, and investor, requiring minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Oppenheimer & CO. INC.
March 2009 - July 2013 · 4 yrs 4 mos
Oppenheimer & CO. INC.Broker
March 2009 - July 2013 · 4 yrs 4 mos
Stanford Group Company
March 2005 - March 2009 · 4 yrs
Stanford Group CompanyBroker
March 2005 - March 2009 · 4 yrs
Fsc Securities CorporationBroker
December 2001 - April 2005 · 3 yrs 4 mos
First Union Securities Financial Network, INC.Broker
April 2001 - December 2001 · 8 mos
Cadaret, Grant & CO., INC.Broker
January 2001 - February 2001 · 1 mo
State Registrations19 states
AZCACOCTDCDEFLILMAMDMONCNJNVNYPASCTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.