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Lori Sackler

39 Years of Experience
Paramus, NJ
Broker

Lori Sackler is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 39 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

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lori is involved in various business activities, including real estate, a radio show/book project called "The M Word", a wine bar, and board memberships for organizations like the Martha Graham Dance Company and the New Jersey Israel Commission. These activities take up varying amounts of Lori's time, from minimal to about 10-20% of their time for the book project when actively writing.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
Merrill Lynch Pierce Fenner & Smith INC.
January 2002 - June 2007 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - June 2007 · 6 yrs 10 mos
MML Investors Services, INC.Broker
March 1996 - September 2000 · 4 yrs 6 mos
Washington Square Securities, INC.Broker
March 1995 - December 1997 · 2 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1994 - January 1995 · 10 mos
W. S. Griffith & CO., INC.Broker
November 1993 - February 1994 · 3 mos
Phoenix Equity Planning CorporationBroker
July 1993 - November 1993 · 4 mos
G. R. Phelps & CO., INC.Broker
February 1988 - March 1996 · 8 yrs 1 mo
Integrated Resources Equity CorporationBroker
December 1986 - September 1987 · 9 mos
Balanced Financial Securities CorporationBroker
November 1985 - November 1986 · 1 yr
State Registrations33 states
ARAZCACOCTDEFLGAHIILKYMAMDMEMIMNNCNHNJNMNVNYOHOKPARISCSDTXVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lori Sackler - Financial Advisor | TrueAdvisor