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George Kanellitsas

Investment adviser representative at Morgan Stanley
10 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Morgan StanleyDec 2021 to now
  2. Morgan Stanley Smith Barney LLCApr 2021 to now
  3. UnemployedAug 2019 to Mar 2021
  4. EnvestnetJun 2019 to Aug 2019
  5. UnemployedAug 2018 to Jun 2019
  6. ShowpadJun 2018 to Aug 2018
  7. UnemployedAug 2017 to Jun 2018
  8. House of RentalJun 2017 to Aug 2017
  9. Pmbc GroupJan 2017 to May 2017
  10. UnemployedAug 2016 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 3 states (CT, NY, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7310953
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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