LB
LB

Louis Burney

32 Years of Experience
Wilmington, NC
1 DisclosureBroker

Louis Burney is a registered investment advisor at Morgan Stanley, based in Wilmington, NC, with 32 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

1111 Military Cutoff Road, Wilmington, NC, 28405

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History

Regulatory History (1)
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Customer Dispute
January 2008
Denied
Other Business Activities

Louis is the owner of Blakes Bridge LLC (since 2018) and 5 & Chestnut, LLC (since 2019), both real estate holding companies, dedicating minimal time to each. He also serves on the New Hanover County ABC board and the Cape Fear Community College board, spending a few hours per week on these activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
January 1998 - June 2009 · 11 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
November 1993 - February 1998 · 4 yrs 3 mos
Smith Barney Shearson INC.Broker
September 1993 - November 1993 · 2 mos
State Registrations27 states
ALCACOCTDCDEFLGAHIILKYMAMDMNNCNHNVNYOHORPASCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.