LK
LK

Lori Krikorian

31 Years of Experience
Red Bank, NJ
Broker

Lori Krikorian is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 31 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

20 Linden Place, Red Bank, NJ, 07701

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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 a landlord renting out a home during the summer months since 2019. She also volunteers teaching an investing course, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 9 mos
Morgan StanleyBroker
September 2009 - Present · 16 yrs 10 mos
Previous Registrations
Intelligent Edge Securities, LLCBroker
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.Broker
August 2004 - February 2009 · 4 yrs 6 mos
Goldman, Sachs & CO.Broker
October 1997 - August 2004 · 6 yrs 10 mos
Citicorp Securities, INC.Broker
January 1995 - September 1997 · 2 yrs 8 mos
Salomon Brothers INC.Broker
August 1994 - January 1995 · 5 mos
State Registrations9 states
CACOFLMDNJNYPAVTWA
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.