Geoffrey Chadwick Raynor

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

• 09/2003 → 09/2018
  Ohio National Equities, Inc.
  Cincinnati, OH
• 12/2018 → 09/2024
  Edward Jones
  St. Louis, MO
• 09/2024 → Present
  Morgan Stanley Smith Barney Llc
  Raleigh, NC
• 11/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-01-07 → 2024-09-30
  Edward Jones
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
• 2001-12-31 → 2003-05-15
  Legg Mason Wood Walker, Incorporated
  Raleigh, NC

Other Businesses

*613060 - Kennan Flagler Business School Alummni Chapter; Investment related: No; Chapel Hill, North Carolina; School; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: 0; After business hours: 2; Business Development/Growth *613059- Rental Property; Investment related: Yes; Raleigh, North Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2008; During business hours: 0; After business hours: 1; Business Development/Growth *613055- Raynor Family Trust; Investment related: Yes; Willmington, North Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2009; During business hours: 0; After business hours: 1; Business Development/Growth *613057- Raynor Family Trust; Investment related: Yes; Raleigh, North Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 1; Business Development/Growth *613046 - ERS Properties; Investment related: Yes; Cary, North Carolina; Rental Property; Partner(proprietor, partner, officer, director, employee, trustee, agent); 4/2009; During business hours: 2; After business hours: 4; Business Development/Growth

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-04
• S63 Uniform Securities Agent State Law Examination
  1997-05-23

Designations

• Certified Financial Planner

Other Names

• Geoff Raynor