Georgina Cross is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 17 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
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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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
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2022 - February 2023 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2022 - February 2023 · 7 mos
Primerica Advisors
February 2020 - July 2022 · 2 yrs 5 mos
PFS Investments INC.Broker
January 2020 - July 2022 · 2 yrs 6 mos
Primerica Advisors
May 2019 - December 2019 · 7 mos
PFS Investments INC.Broker
May 2019 - December 2019 · 7 mos
Bbva Securities INC.Broker
May 2013 - May 2017 · 4 yrs
Bbva Wealth Solutions INC.
October 2010 - May 2017 · 6 yrs 7 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INC.
August 2009 - March 2010 · 7 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
July 2006 - July 2009 · 3 yrs
Monex Securities, INC.Broker
June 2006 - July 2006 · 1 mo
State Registrations27 states
AZCACOCTDEFLGAILINLAMAMONCNENJNVNYPRSCSDTNTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.