Lawrence Beck is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2006 - March 2020 · 13 yrs 5 mos
Morgan Stanley Dw INC.Broker
December 1997 - October 2006 · 8 yrs 10 mos
Painewebber IncorporatedBroker
March 1993 - December 1997 · 4 yrs 9 mos
Lehman Brothers INC.Broker
May 1986 - March 1993 · 6 yrs 10 mos
D. H. Blair & CO., INC.Broker
April 1986 - July 1987 · 1 yr 3 mos
Broadchild Securities CORP.Broker
October 1981 - April 1986 · 4 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.