George E Toothman

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

• 05/2017 → 04/2019
  United States Postal Service
  Waynesburg, PA
• 04/2019 → 06/2019
  Home Depot
  Washington, PA
• 05/2019 → 02/2020
  Starbucks Coffee Company
  Washington, PA
• 02/2017 → 12/2019
  Toothman Dental
  Waynesburg, PA
• 10/2020 → 09/2021
  New York Life Insurance Co
  Pittsburgh, PA
• 10/2020 → 09/2021
  Nylife Securities Llc
  Pittsburgh, PA
• 09/2021 → 05/2022
  Jpmorgan Chase Bank, N.A.
  Berkeley, CA
• 09/2021 → 05/2022
  J.P. Morgan Securities Llc
  Berkeley, CA
• 12/2016 → 05/2017
  Trinity School For Ministry
  Ambridge, PA
• 03/2020 → 09/2020
  Unemployed
  Waynesburg, PA
• 05/2022 → Present
  Morgan Stanley
  San Francisco, CA
• 06/2019 → 07/2019
  Chautauqua Instituition
  Chautauqua, NY
• 01/2016 → 11/2016
  Unemployed
  Waynesburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-26
• S63 Uniform Securities Agent State Law Examination
  2020-10-09

Other Names

• George Toothman
• George Edward Toothman