LG
LG

Louis Greif

31 Years of Experience
Aventura, FL
Broker

Louis Greif is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 31 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Louis co-owns property with his sister in Somers, NY. The ownership is personal and not through a legal structure.

Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Barclays Capital INC.
January 2014 - July 2015 · 1 yr 6 mos
Barclays Capital INC.Broker
May 2013 - July 2015 · 2 yrs 2 mos
UBS Financial Services INC.
September 2006 - February 2013 · 6 yrs 5 mos
UBS Financial Services INC.Broker
November 2003 - February 2013 · 9 yrs 3 mos
UBS Securities LLCBroker
June 1998 - November 2003 · 5 yrs 5 mos
Sbc Warburg Dillon Read INC.Broker
September 1997 - June 1998 · 9 mos
Sbc Warburg, INC.Broker
June 1996 - September 1997 · 1 yr 3 mos
S.G. Warburg & CO. INC.Broker
April 1994 - June 1996 · 2 yrs 2 mos
State Registrations22 states
CACTDEFLILMAMIMOMTNCNJNVNYOHPAPRSCTNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.