Lori Simon is a registered investment advisor at Morgan Stanley, based in Rock Hill, NY, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Rock Hill, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori owns rental properties in Arkansas and Florida. She spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.Broker
State Registrations42 states
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