Gerald
Gee
Morgan Stanley
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About this Advisor
Gerald Gee is a financial advisor who works in Pleasanton, California who has 2 years of industry experience. Gee works at Morgan Stanley. Their career trajectory has included roles at Edward Jones, Comcast (Independent Contractor), Sungevity, Fresno Pacific University, Madera Aquatic Club, Merrill Lynch, Pierce, Fenner & Smith Inc, Diamond Hills Sports Club, Bank Of America, N.A, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Gee maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Morgan Stanley is an advisory firm that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It controls $1 trillion in assets under management across its 2,233,188 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. Morgan Stanley provides a number of services, including 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. Fees for financial management usually are based on which services the firm provides the client. However, fees charged by Morgan Stanley may include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
- Other
Gerald Gee Work History
Gerald has been registered as a financial advisor for 2 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Bank Of America, N.A
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Edward Jones
Diamond Hills Sports Club
Sungevity
Madera Aquatic Club
Comcast (Independent Contractor)
Fresno Pacific University
*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.
Disclosures
Please visit the SEC profile of Gerald Gee 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
Garden City, NY
Jersey City, NJ
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Baltimore, MD
Pueblo, CO
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 profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
