Mason
George

Morgan Stanley

CRD#6885751
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Mason George is a financial advisor based out of Pittsburgh, Pennsylvania, with a total of 15 years of experience as a financial advisor. George is on the advisory team at Morgan Stanley. The advisor has gained experience at Morgan Stanley, Ubs, Docherty Agency, Beadling Soccer Club, Pgka Pllc, Northwestern Mutual, Robert Morris University, The Linsly School and Morgan Stanley Private Bank, N.A. George has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 732 locations and a total of 26,500 people on staff. It administers $1 trillion in assets across its 2,129,899 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 6,380 charities and foundations. Of its 2,129,899 accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. Morgan Stanley has a number 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. Fees for financial advice largely are based on which services are offered. However, fee types billed by Morgan Stanley likely include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

15 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

1 Ppg Place Suite1300
Pittsburgh, PA 15222

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

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

26,500

PA Average: 88
Total Number of Accounts

2,129,899

PA Average: 3,892
Average Account Size

$615,961

PA 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

Mason George Work History

Mason has 15 years of experience.

2019 - Present (4 years)

Morgan Stanley

2019 - Present (4 years)

Morgan Stanley Private Bank, N.A

2018 - Present (5 years)

Beadling Soccer Club

2018 - 2019 (1 year)

Ubs

2018 - 2018 (< 1 year)

Northwestern Mutual

2015 - 2021 (6 years)

Docherty Agency

2015 - 2015 (< 1 year)

Pgka Pllc

2015 - 2019 (4 years)

Robert Morris University

2007 - 2015 (8 years)

The Linsly School

Disclosures

Mason George has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Rasa Petrauskaite
Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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.

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