George J. Kolar

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CRD#: 1021252

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George John Kolar was a registered financial advisor .

George is a previously registered financial advisor and started their career in finance in 1981. George had worked at 2 firms and has passed the Series 65, Series 63, Series 15, Series 5, Series 3, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 2, 2007 - January 3, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SARASOTA, FL

Past

April 2, 2007 - January 3, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

SARASOTA, FL

Past

January 1, 1991 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SARASOTA, FL

Past

December 31, 1981 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

SARASOTA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/22/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/4/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 15

Date: 7/31/1986

Foreign Currency Options Examination

General Industry/Product Exam

Series 5

Date: 9/13/1984

Interest Rate Options Examination

General Industry/Product Exam

Series 3

Date: 8/17/1984

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 11/2/1983

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

MORGAN STANLEY & CO. LLC

MORGAN STANLEY | MORGAN STANLEY DEAN WITTER | MORGAN STANLEY & CO., INCORPORATED | MORGAN STANLEY & CO. LLC | MORGAN STANLEY & CO. INCORPORATED

CRD#: 8209 / SEC#: , 8-15869

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

1585 Broadway, New York, NY 10036-8293

Mailing Address

1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231

Phone number

(212) 761-4000

Established

Delaware since 12/03/1969

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLC	MEMBER
BERKE, MATTHEW EVAN	CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, AND DIRECTOR	2524594
BHAIMIA, ISMAIL OMAR	DIRECTOR	6264162
DAMAST, EVAN SCOTT	DIRECTOR	3198635
HENNESSEY, JACQUELINE A	TEXAS DESIGNATED PRINCIPAL	2194034
HIRSHORN, WILLIAM DAVID	PRINCIPAL OPERATIONS OFFICER	1564223
KRAUSE, GARD J	CHIEF COMPLIANCE OFFICER	2284628
LYNN, GARY MICHAEL	PRINCIPAL FINANCIAL OFFICER	2162411
MACEJKA, PATRICK NMN	DIRECTOR	2139145
STERN, MICHAEL A	DIRECTOR	4939073

Disclosures

Regulatory Event	487
Civil Event	5
Arbitration	56

Red Flags

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