GK
GK

George Kline

24 Years of Experience
Menlo Park, CA
Broker

George Kline is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
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Location

Menlo Park, CA

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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 25% owner of Klinebro Holdings, LLC, a real estate investment venture formed with his brother and uncle. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2005 - June 2009 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
March 2002 - June 2009 · 7 yrs 3 mos
State Registrations46 states
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AdvisorBrokerBoth

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