LP
LP
Lawrence Pusateri
34 Years of Experience
Louisville, KY
1 DisclosureBroker
Lawrence Pusateri is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 34 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
4969 US Highway 42, Suite 1200, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Other Business Activities
Lawrence is involved with two trusts, one in Clarksville, TN since February 2021 and another in Louisville, Kentucky since August 2022. He spends minimal time on these activities.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 1999 - April 2007 · 7 yrs 7 mos
Morgan Stanley Dw INC.Broker
December 1991 - April 2007 · 15 yrs 4 mos
State Registrations22 states
AZCACOFLIAIDILINKSKYMAMINCNDNVNYOHORPATNTXVA
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.