George
Wilson

Morgan Stanley

CRD#1723220
Investment Advisor
in Orlando, FL
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About this Advisor

George Wilson is an advisor based in Orlando, Florida. Currently a registered financial advisor with Morgan Stanley, Wilson has 10 years of practice as a financial advisor. Wilson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Wilson is registered to work with customers based out of Florida. Over the course of their career, Wilson has held roles at Massmutual, Mml Investors Services Inc and Morgan Stanley Smith Barney. Morgan Stanley is headquartered in Orlando, Florida, and has 702 other brick-and-mortar locations throughout the United States. As a company, Morgan Stanley manages $735 billion in assets across 1,724,668 client accounts and retains more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley can provide 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. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

201 East Pine Street
Orlando, FL 32801

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

FL Average: $7,464,549,021
Total Number of Employees

26,000

FL Average: 88
Total Number of Accounts

1,815,592

FL Average: 3,892
Average Account Size

$401,659

FL Average: $1,917,921

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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

George Wilson Work History

George has 10 years of experience.

2010 - Present (9 years)

Morgan Stanley Smith Barney

2009 - 2010 (1 year)

Massmutual

2009 - 2010 (1 year)

Mml Investors Services Inc

Disclosures

George Wilson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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