George J Lacosta

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

• 04/2022 → 05/2023
  Fisher Investments
  Tampa, FL
• 09/2018 → 04/2021
  Manpower
  Tallahassee, FL
• 05/2021 → 11/2021
  Enterprise Holdings
  Tampa, FL
• 11/2021 → 03/2022
  1800Accountant
  Tampa, FL
• 01/2012 → 09/2018
  Student
  Wellington, FL
• 08/2023 → Present
  Morgan Stanley
  Temple Terrace, FL

Previous Registrations

• 2022-08-23 → 2023-04-26
  Fisher Investments
  Tampa, FL
  Plano, TX

Other Businesses

567667 - YMR Ventures LLC; Investment related -No; Wellingon, Florida; Technology; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 1; Administrative

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-29
• S65 Uniform Investment Adviser Law Examination
  2022-08-10

Other Names

• George Lacosta
• George Joseph Lacosta