SG
SG

Sylvia Gort

24 Years of Experience
Atlanta, GA
1 DisclosureBroker

Sylvia Gort is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
Loading...

Location

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2021
Settled
Other Business Activities

Sylvia is a trustee for The Cliffe Lane Gort Family Trust, spending minimal time per month. She is also a board member, finance committee member, and treasurer for the Jewish Women's Fund of Atlanta, and a board member for Marro Housing, LLC, focusing on affordable housing.

Employment History
Current Registrations
Morgan StanleyBroker
July 2015 - Present · 10 yrs 10 mos
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Barclays Capital INC.
January 2009 - July 2015 · 6 yrs 6 mos
Barclays Capital INC.Broker
September 2008 - July 2015 · 6 yrs 10 mos
Lehman Brothers INC.
April 2004 - October 2008 · 4 yrs 6 mos
Lehman Brothers INC.Broker
August 2003 - September 2008 · 5 yrs 1 mo
Banc of America Investment Services, INC.
July 2003 - September 2003 · 2 mos
Banc of America Investment Services, INC.Broker
March 2001 - September 2003 · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sylvia Gort - Financial Advisor | TrueAdvisor