LW
LW

Laura White

33 Years of Experience
Houston, TX
2 DisclosuresBroker

Laura White is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 33 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

1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056

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History

Regulatory History (2)
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.
Employment Separation After Allegations
June 2020
Customer Dispute
February 2003
Denied
Other Business Activities

Laura is involved with an estate in Ozona, Texas since February 2022. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2020 - Present · 6 yrs 1 mo
Morgan Stanley
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - June 2020 · 7 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2020 · 7 yrs 8 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
January 1993 - July 2005 · 12 yrs 6 mos
Banc One Securities CorporationBroker
December 1992 - July 2005 · 12 yrs 7 mos
State Registrations19 states
AZCOCTDEFLKSMDMEMOMTNMNYOHORPASCTXWAWY
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.