Cheryl Lorenzo is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 9 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
10960 Wilshire Blvd., Suite 2000, Los Angeles, CA, 90024
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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
October 2023 - Present · 2 yrs 7 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
March 2023 - August 2023 · 5 mos
E*trade Capital Management, LLC
September 2022 - August 2023 · 11 mos
E*trade Securities LLCBroker
September 2022 - August 2023 · 11 mos
Citigroup Global Markets INC.
July 2020 - August 2022 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
July 2020 - August 2022 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - July 2020 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2018 - July 2020 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
June 2015 - January 2017 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
May 2015 - January 2017 · 1 yr 8 mos
Wells Fargo Investments, LLC
December 2003 - December 2004 · 1 yr
Wells Fargo Investments, LLCBroker
October 2003 - December 2004 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.