Loriann Barone is a registered investment advisor at Morgan Stanley, based in Jersey City, NJ, with 36 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
Harborside 2, 200 Hudson Street, Suite 501, Jersey City, NJ, 07311
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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 →Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
September 2008 - September 2023 · 15 yrs
E*trade Securities LLCBroker
September 2008 - September 2023 · 15 yrs
Hallmark Capital Management INC
July 2007 - September 2008 · 1 yr 2 mos
Amerivest Investment Management, LLC
April 2006 - February 2007 · 10 mos
TD Ameritrade, INC.
May 2004 - February 2007 · 2 yrs 9 mos
TD Ameritrade, INC.Broker
May 2004 - February 2007 · 2 yrs 9 mos
Charles Schwab & CO., INC.
May 2002 - May 2004 · 2 yrs
Charles Schwab & CO., INC.Broker
December 1998 - May 2004 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
September 1989 - October 1998 · 9 yrs 1 mo
Thomson Mckinnon Securities INC.Broker
September 1989 - September 1989 · 0 mos
Mcdonald & Company Securities, INC.Broker
April 1989 - August 1989 · 4 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.