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About this Advisor
George Landefeld is a financial advisor who works in Valencia, California with a total of 14 years of relevant experience. Landefeld works at Morgan Stanley. Over the course of their career, Landefeld has held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Landefeld holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It has $1 trillion in total assets between its 2,233,188 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Morgan Stanley performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types charged by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
George Landefeld Work History
George has been registered as a financial advisor for 14 years.*
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of George Landefeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
New York, NY
Oak Brook, IL
Walnut Creek, CA
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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