LM
LM

Luann Maner

38 Years of Experience
Raleigh, NC
Broker

Luann Maner is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 38 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

3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612

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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.

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Other Business Activities

Luann owns Sea Clearly, LLC, a real estate business, since 2016. This activity is investment-related and requires minimal time.

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.Broker
July 2004 - June 2009 · 4 yrs 11 mos
Citigroup Global Markets INC.
July 2004 - June 2009 · 4 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2002 - July 2004 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - July 2004 · 4 yrs 6 mos
Prudential Securities IncorporatedBroker
July 1988 - January 2000 · 11 yrs 6 mos
Atlanta Securities & Investments, INC.Broker
January 1988 - July 1988 · 6 mos
J. W. Gant & Associates, INC.Broker
September 1987 - December 1987 · 3 mos
State Registrations35 states
AKALAZCACOCTFLGAILINKSMAMDMIMNMOMSMTNCNDNHNJNYOHORPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Luann Maner - Financial Advisor | TrueAdvisor