MG
MG

Mason George

6 Years of Experience
Upper St. Clair, PA
Broker

Mason George is a registered investment advisor at Morgan Stanley, based in Upper St. Clair, PA, with 6 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

2600 Old Washington Road, Upper St. Clair, PA, 15241

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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

Mason is the Head Coach of the 2010 South Girls RL MDL Team, dedicating 24 hours per month outside of business hours. He is also the Director of Corporate Partnerships for Aiden Ross Golf, spending about 10 hours per month outside of business hours on business development and growth.

Employment History
Current Registrations
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Morgan StanleyBroker
September 2019 - Present · 6 yrs 8 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.