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George Kanellitsas

Morgan Stanley

New York, NY

Greenwich, CT

CRD 7310953

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-01-09
TX RA APPROVED_RES 2024-01-09
NY RA APPROVED 2021-12-15
  • CT RA
    APPROVED
    Since 2024-01-09
  • TX RA
    APPROVED_RES
    Since 2024-01-09
  • NY RA
    APPROVED
    Since 2021-12-15

Branch Locations

55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States

One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Greenwich CT 04/2021 Present
Envestnet Chicago IL 06/2019 08/2019
Unemployed New York NY 08/2019 03/2021
Unemployed Boulder CO 08/2018 06/2019
Showpad Chicago IL 06/2018 08/2018
Unemployed Boulder CO 08/2017 06/2018
House Of Rental Skokie IL 06/2017 08/2017
Unemployed Chicago . IL 08/2016 01/2017
Pmbc Group Beverly Hills CA 01/2017 05/2017
  • 04/2021 → Present
    Morgan Stanley Smith Barney Llc
    Greenwich, CT
  • 06/2019 → 08/2019
    Envestnet
    Chicago, IL
  • 08/2019 → 03/2021
    Unemployed
    New York, NY
  • 08/2018 → 06/2019
    Unemployed
    Boulder, CO
  • 06/2018 → 08/2018
    Showpad
    Chicago, IL
  • 08/2017 → 06/2018
    Unemployed
    Boulder, CO
  • 06/2017 → 08/2017
    House Of Rental
    Skokie, IL
  • 08/2016 → 01/2017
    Unemployed
    Chicago ., IL
  • 01/2017 → 05/2017
    Pmbc Group
    Beverly Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-08
  • S66 Uniform Combined State Law Examination
    2020-10-08

View on SEC IAPD

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