Gregory Willibey is a registered investment advisor at Morgan Stanley, based in Toledo, OH, with 8 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
Loading...
Location
7311 Crossleigh Court, Toledo, OH, 43617
Get directionsHistory
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 Stanley
August 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Western International Securities, INC.Broker
April 2025 - July 2025 · 3 mos
Cuso Financial Services, L.P.Broker
April 2024 - July 2025 · 1 yr 3 mos
Cuso Financial Services, L.P.
April 2024 - July 2025 · 1 yr 3 mos
Scf Investment Advisors, INC.
March 2024 - July 2025 · 1 yr 4 mos
Scf Securities, INC.Broker
March 2024 - July 2025 · 1 yr 4 mos
J.P. Morgan Securities LLC
September 2017 - November 2023 · 6 yrs 2 mos
J.P. Morgan Securities LLCBroker
March 2017 - November 2023 · 6 yrs 8 mos
Morgan StanleyBroker
July 2015 - September 2015 · 2 mos
State Registrations48 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.