George Kanellitsas (CRD# 7310953) is an Investment Advisor Representative working at Morgan Stanley in Greenwich, CT and has over 3 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Greenwich, CT | Apr 2021 - Current | 3 |
| Unemployed | New York, NY | Aug 2019 - Mar 2021 | 1 |
| Envestnet | Chicago, IL | Jun 2019 - Aug 2019 | < 1 |
| Unemployed | Boulder, CO | Aug 2018 - Jun 2019 | < 1 |
| Showpad | Chicago, IL | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Boulder, CO | Aug 2017 - Jun 2018 | < 1 |
| House Of Rental | Skokie, IL | Jun 2017 - Aug 2017 | < 1 |
| Pmbc Group | Beverly Hills, CA | Jan 2017 - May 2017 | < 1 |
| Unemployed | Chicago ., IL | Aug 2016 - Jan 2017 | < 1 |
| Valley Lo Country Club | Glenview, IL | Jun 2016 - Aug 2016 | < 1 |
| Unemployed | Chicago, IL | Apr 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- CT
- NY
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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