George Howe, financial advisor Raleigh NC
96 score

George Howe

CRD Number: 1069476
Current Firm: Morgan Stanley

George Howe (CRD# 1069476) is an Investment Advisor Representative working at Morgan Stanley in Raleigh, NC and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a. Raleigh, NC Aug 2014 - Current 3
Morgan Stanley Smith Barney LLC Raleigh, NC Aug 2014 - Current 3
Morgan Stanley Smith Barney LLC Raleigh, NC Dec 2012 - Aug 2014 1
Metlife Investors Distribution Company Irvine, CA Apr 2006 - Nov 2012 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
S63 Uniform Securities State Law Examination Oct 1988
Contact Info for George H. Howe
Phone Number: 914-225-5510
Registered State(s):
  • NC
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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