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Gregory Stuart is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 16 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
12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854
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Regulatory History (1)
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Customer Dispute
June 2015Settled
Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2011 - February 2023 · 11 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - February 2023 · 11 yrs 9 mos
Morgan Stanley Smith Barney LLC
February 2011 - May 2011 · 3 mos
Morgan Stanley Smith BarneyBroker
March 2010 - May 2011 · 1 yr 2 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.