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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Mason George Work History
Mason has 15 years of experience.
Morgan Stanley Private Bank, N.A
Beadling Soccer Club
Robert Morris University
The Linsly School
Mason George has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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 email@example.com.
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