George Andrew Currence

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 02/2020
  E*Trade Securities Llc
  Tampa, FL
• 01/2017 → 02/2020
  E*Trade Capital Management Llc
  Tampa, FL
• 02/2020 → Present
  E*Trade Securities Llc
  Temple Terrace, FL
• 02/2020 → Present
  E*Trade Capital Management Llc
  Temple Terrace, FL
• 01/2023 → Present
  Morgan Stanley
  Temple Terrace, FL
• 09/2023 → Present
  Morgan Stanley
  Temple Terrace, FL
• 09/2023 → Present
  Morgan Stanley
  Temple Terrace, FL
• 03/2004 → 01/2017
  Raymond James Financial Services, Inc
  St Petersburg, FL

Previous Registrations

• 2017-02-02 → 2023-09-05
  Harrisdirect Llc
  Tampa, FL
  Arlington, VA
  Tampa, FL
  Temple Terrace, FL
• 2009-03-26 → 2017-01-27
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2006-06-06 → 2009-10-10
  Raymond James Financial Services, Inc.
  Lubbock, TX
  St Petersburg, FL
  St Petersburg, FL
  St. Petersburg, FL
  Douglas, GA
  Tifton, GA
  Jacksonville, FL
  Orange Park, FL
  Orange Park, FL
  Byesville, OH
  The Plains, OH
  Marietta, OH
  Dixon, CA
  Vienna, WV
  Fairfield, CA
  Woodland, CA
  Winters, CA
  Roseville, CA
  Bourbonnais, IL
  Charleston, WV
  Vacaville, CA
  W. Sacramento, CA
  Portland, OR
  Miami, FL
  Parkersburg, WV
  Papillion, NE
  Greenfield, MA
  Parkersburg, WV
  Belpre, OH
  Mason, OH
  Wellston, OH
  Columbia, MO
  Dallas, TX
  Lowell, OH
  Pt. Pleasant, WV
  Moultrie, GA
  Greenville, OH
  Lubbock, TX
  Beatrice, NE
  Omaha, NE
  Northampton, MA
  San Antonio, TX
  San Angelo, TX
  Live Oak, FL
  Montville, NJ
  Sturgis, MI
  Highland, IL
  Hackensack, NJ
  Troy, IL
  Butler, NJ
  Alton, IL
  Lake City, FL
  Granite City, IL
  Edwardsville, IL
  Moultrie, GA
  Franklin, IN
  High Springs, FL
  Abilene, TX
  St. Simons Island, GA
  Vienna, VA
  Highland, IN
  Crown Point, IN
  Victoria, TX
  Bernardsville, NJ
  Swansea, IL
  Highland, IN
  Oak Ridge, NJ

Other Businesses

FINRA:INVESTMENT RELATED:WORK AREA VARIES DEPENDS ON CASE;01/12/2011-PRESENT;PARTICIPATE ON ARBITRATION PANEL FOR CASE DISPUTES;0 HRS WKLY;0 HRS DURING TRADING;ARBITRATOR

Exams

• S66 Uniform Combined State Law Examination
  2006-06-01
• S63 Uniform Securities Agent State Law Examination
  2001-05-16