Lovell Roe is a registered investment advisor at Morgan Stanley, based in Minocqua, WI, with 40 years of industry experience. Lovell 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
9796 Highway 70 West, Minocqua, WI, 54548
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Other Business Activities
Lovell is the Secretary/Treasurer of Waverly Woods Foundation Inc., a charity, spending minimal time on it. He also serves on the Advisory Board for the Wisconsin State Golf Association, dedicating a few hours per week to customer service.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations53 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
More Advisors
- Laura BorskiMorgan Stanley
- Mark FridayMorgan Stanley
- Matthew Kock, CFPRBC Capital Markets, LLC
- Richard Brostowitz, CFPRBC Capital Markets, LLC