PR
PR

P Raulinaitis

37 Years of Experience
Westlake Village, CA
Broker

P Raulinaitis is a registered investment advisor at Morgan Stanley, based in Westlake Village, CA, with 37 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

Westlake Village, CA

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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

P is a finance committee member for Senior Concerns, Westlake Yacht Club, and Boys and Girls Clubs of Greater Conejo Valley, reviewing financial statements. P is also involved with a trust.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1990 - July 1993 · 3 yrs 4 mos
Dominick & Dominick, IncorporatedBroker
February 1989 - March 1990 · 1 yr 1 mo
Wainwright Securities, LTD.Broker
August 1988 - February 1989 · 6 mos
Johnson & Jounet SecuritiesBroker
May 1988 - June 1988 · 1 mo
Jefferson International Investment CompanyBroker
April 1988 - August 1988 · 4 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.