George Stanley, financial advisor Evansville IN
89 score

George Stanley

CRD Number: 6228399
Current Firm: Morgan Stanley

George Stanley (CRD# 6228399) is an Investment Advisor Representative working at Morgan Stanley in Evansville, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney LLC Evansville, IN Dec 2014 - Current 2
Morgan Stanley Smith Barney LLC Indianapolis, IN Jul 2013 - Dec 2014 1
Old National Bank Indianapolis, IN Feb 2012 - Jul 2013 1
Old National Bank Indianapolis, IN May 2011 - Feb 2012 < 1
Old National Bank Evansville, IN Mar 2010 - May 2011 1
Tru Event Rentals Evansville, IN May 2009 - Dec 2009 < 1
Indinana University Bloomington, IN Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for George W. Stanley
Phone Number: 914-225-5510
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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