LG
LG
Laurie Golden-Jeffrey
41 Years of Experience
Greenwich, CT
2 DisclosuresBroker
Laurie Golden-Jeffrey is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, 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
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2015Settled
Customer Dispute
July 2006Settled
Other Business Activities
Laurie serves as a trustee for two trusts and an executor for an estate, dedicating minimal time outside of business hours to these investment-related activities. These activities involve settling estates and managing trusts.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.
February 1991 - June 2009 · 18 yrs 4 mos
Lehman Brothers INC.Broker
January 1991 - July 1993 · 2 yrs 6 mos
Alex. Brown & Sons IncorporatedBroker
May 1989 - January 1991 · 1 yr 8 mos
Bear, Stearns & CO. INC.Broker
March 1988 - April 1989 · 1 yr 1 mo
Drexel Burnham Lambert IncorporatedBroker
January 1985 - March 1988 · 3 yrs 2 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.