GM
GM

Geri Mette

9 Years of Experience
Phoenix, AZ
Broker

Geri Mette is a registered investment advisor at Morgan Stanley, based in Phoenix, AZ, with 9 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

2398 East Camelback Road, Suite 800, Phoenix, AZ, 85016

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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

Geri is a board member of MPV Holdings, LLC since March 2021 and a partner in AZKS LLC since February 2025, managing rental property. She dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 4 mos
State Registrations39 states
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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.