RBC Capital Markets
46yrs
Top 1% by experience in Boise
36yrs
Greg Vincent Thomas
Financial advisor at Morgan Stanley
At a glance
Experience36 years (since 1991)
How that compares ?Top 6% by experience in Boise
Office101 South Capitol Boulevard Suite 401, Boise, ID 83702
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Oct 2007 – Jun 2009Citigroup Global Markets Inc.Previously
- Apr 2007 – Oct 2007Morgan Stanley & Co. LLCPreviously
- 2001 – 2007Morgan Stanley DW Inc.Previously
Questions to ask Greg
Tailored to Greg’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Greg
How do I contact Greg?
Call Morgan Stanley at 914-225-5510 and ask for Greg Vincent Thomas. Greg works from the Boise, ID office.
How long has Greg been a financial advisor?
Greg has been in the industry since 1991, about 36 years. Top 6% by experience in Boise.
What licenses does Greg hold?
Series 63. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Greg paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Greg for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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