John Lytle is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 41 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
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Location
1747 Pennsylvania Avenue NorthWest, Street 900, Washington, DC, 20006
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Regulatory History (1)
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Customer Dispute
October 2001Settled
Other Business Activities
John owns rental property in St. Petersburg, FL since May 2013 and is on the Finance Committee and Board Member for Christ Church Georgetown since Feb 2021, spending a few hours per week on the latter.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
UBS Financial Services INC.
September 2002 - April 2009 · 6 yrs 7 mos
UBS Financial Services INC.Broker
September 2002 - April 2009 · 6 yrs 7 mos
Deutsche Bank Securities INC.Broker
January 2001 - October 2002 · 1 yr 9 mos
Deutsche Bank Securities INC.
October 1998 - October 2002 · 4 yrs
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
April 1994 - September 1997 · 3 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
January 1988 - April 1994 · 6 yrs 3 mos
Wheat, First Securities, INC.Broker
September 1985 - January 1988 · 2 yrs 4 mos
Bellamah, Neuhauser & Barrett, INC.Broker
November 1984 - September 1985 · 10 mos
State Registrations18 states
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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.