Emi
George

Morgan Stanley

CRD#2824674
Investment Advisor
in Kahului, HI

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About this Advisor

Emi George is a financial advisor in Kahului, Hawaii. Currently an investment advisor with Morgan Stanley, George has 10 years of experience in the financial advisory industry. George maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. George is able to operate in Hawaii and Texas. Over the course of their career, George has held roles at Morgan Stanley Smith Barney, None and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of Kahului, Hawaii, and operates out of 726 locations in the nation. In total, Morgan Stanley oversees $904 billion in assets throughout 1,863,328 accounts and retains more than 25,600 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Morgan Stanley offers 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

33 Lono Avenue Suite 330
Kahului, HI 96732

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

HI Average: 88
Total Number of Accounts

1,863,328

HI Average: 3,892
Average Account Size

$485,315

HI 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

Emi George Work History

Emi has 10 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2011 - Present (10 years)

Morgan Stanley Smith Barney

2010 - 2011 (1 year)

None

Disclosures

Emi George has no disclosures.

Please visit their SEC profile for more details.

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Craig Gorden
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Brian Sanford
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Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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