George Gladman is a registered investment advisor at Morgan Stanley, based in New York, NY, with 21 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Morgan Stanley
May 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - May 2022 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - May 2022 · 7 yrs 2 mos
RBC Capital Markets, LLCBroker
April 2006 - March 2015 · 8 yrs 11 mos
RBC Capital Markets, LLC
April 2006 - March 2015 · 8 yrs 11 mos
UBS Financial Services INC.
February 2005 - April 2006 · 1 yr 2 mos
UBS Financial Services INC.Broker
October 2004 - April 2006 · 1 yr 6 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.