LS
LS

Lorrie Snow

35 Years of Experience
Redding, CA
Broker

Lorrie Snow is a registered investment advisor at Morgan Stanley, based in Redding, CA, 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
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
Loading...

Location

310 Hemsted Drive, Suite 100, Redding, CA, 96002

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Lorrie owns rental property in Redding, California, since February 2024. This investment-related activity requires minimal time outside of business hours for administrative tasks.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
RBC Capital Markets, LLCBroker
October 2021 - January 2023 · 1 yr 3 mos
RBC Capital Markets, LLC
October 2021 - January 2023 · 1 yr 3 mos
Morgan StanleyBroker
June 2009 - November 2021 · 12 yrs 5 mos
Morgan Stanley
June 2009 - November 2021 · 12 yrs 5 mos
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 1995 - April 2007 · 11 yrs 6 mos
Dean Witter Reynolds INC.Broker
November 1990 - March 1994 · 3 yrs 4 mos
Painewebber IncorporatedBroker
January 1990 - December 1990 · 11 mos
Sentra Securities CorporationBroker
February 1989 - January 1990 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Lorrie Snow - Financial Advisor | TrueAdvisor