LPL Financial
47yrs
Top advisor by experience in Grand Rapids
30yrs
Gregory Bartolec
Financial advisor at Morgan Stanley
Based in Grand Rapids, Michigan, Gregory Bartolec is a fiduciary financial advisor with 30 years of industry experience. Gregory has been with Morgan Stanley since 2010. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office5122 Cascade Road 1st Floor, Grand Rapids, MI 49546
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowMorgan StanleyCurrent firm
Contact Gregory
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Gregory. 5122 Cascade Road 1st FloorGrand Rapids, MI 49546Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Gregory
Tailored to Gregory’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 Gregory
How do I contact Gregory?
Call Morgan Stanley at (914) 225-5510 and ask for Gregory Bartolec. Gregory works from the Grand Rapids, MI office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1997, about 30 years. Top 17% by experience nationwide.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory 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 Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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