GP
GP

George Peterson

19 Years of Experience
Alpharetta, GA
Broker

George Peterson is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 19 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

3 Edison Drive, Alpharetta, GA, 30005

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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

George is a basketball referee with the Multi-County Basketball Officials Association, dedicating about a quarter of his time after business hours. He is also a partner in Krucial Sports Training & Wellness, LLC and provides business development and administrative services for about 10-20% of his time after hours, and provides labor/service to St. Marlo Golf & Country Club for about 10-20% of his time after hours.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
November 2015 - September 2023 · 7 yrs 10 mos
E*trade Securities LLCBroker
October 2015 - September 2023 · 7 yrs 11 mos
VALIC Financial Advisors, INC.
May 2014 - October 2015 · 1 yr 5 mos
VALIC Financial Advisors, INC.Broker
May 2014 - October 2015 · 1 yr 5 mos
PNC Investments
December 2012 - May 2014 · 1 yr 5 mos
PNC InvestmentsBroker
December 2012 - May 2014 · 1 yr 5 mos
Morgan Stanley Smith Barney LLC
October 2011 - July 2012 · 9 mos
Morgan Stanley Smith BarneyBroker
October 2011 - July 2012 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2006 - June 2011 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - June 2011 · 5 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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