George O Otieno

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

• 03/2021 → Present
  Morgan Stanley
  Gilbert, AZ
• 09/2017 → 02/2021
  Visionary Leadership And Management Consultants
  Nairobi
• 06/2019 → Present
  Walmart Inc.
  State College, PA
• 06/2011 → 09/2020
  Full-Time Education
  Nairobi

Other Businesses

*629819 - Doordash; Investment related: No; Tempe, Arizona; Food delivery; Contractor(proprietor, partner, officer, director, employee, trustee, agent); 3/2025; During business hours: 3; After business hours: 81; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2021-11-23

Other Names

• Georgian Odhiambo Otieno
• George Otieno
• Georgia O Otieno