LT
LT

Lara Tyree

28 Years of Experience
San Antonio, TX
Broker

Lara Tyree is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 28 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
Loading...

Location

7600 Broadway, Suite 100, San Antonio, TX, 78209

Get directions

History

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 →
Other Business Activities

Lara co-owns a rental property with family members since 2022. She is also a general partner/managing member of 4T Coastal Properties LLC and another rental property, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 1 yr
Morgan StanleyBroker
September 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2020 - August 2025 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2020 - August 2025 · 5 yrs 4 mos
J.P. Morgan Securities LLC
October 2016 - April 2020 · 3 yrs 6 mos
J.P. Morgan Securities LLCBroker
September 2016 - April 2020 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
May 2012 - April 2016 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1999 - April 2009 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1994 - April 2009 · 14 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.