Frank Laezza
Frank Laezza is a registered investment advisor at Morgan Stanley, based in New York, NY, with 37 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
399 Park Avenue, 12th Floor, New York, NY, 10022
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Regulatory History (1)
Customer Dispute
December 1997Other Business ActivitiesSells Insurance
Frank is the owner of 525 East 86th Street Group, LLC for insurance purposes, and co-owner of LaezzaCW, LLC (land purchase) and JALCW, LLC (car wash). He dedicates minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations38 states
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
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