LW
LW

Larry Wright

37 Years of Experience
Dallas, TX
1 DisclosureBroker

Larry Wright is a registered investment advisor at Morgan Stanley, based in Dallas, TX, 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
Loading...

Location

5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.
November 2002 - January 2009 · 6 yrs 2 mos
UBS Financial Services INC.Broker
November 2002 - January 2009 · 6 yrs 2 mos
Salomon Smith Barney INC.
January 1995 - November 2002 · 7 yrs 10 mos
Salomon Smith Barney INC.Broker
January 1995 - November 2002 · 7 yrs 10 mos
Kidder, Peabody & CO. IncorporatedBroker
June 1993 - January 1995 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1989 - June 1993 · 4 yrs 4 mos
State Registrations27 states
ARAZCACODCFLGAILLAMAMDMNMTNCNHNJNMNVNYOKPARISCTNTXVAWA
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.