Lori Villegas is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, 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.
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Location
1201 Wills Street, Suite 700, Baltimore, MD, 21231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is involved with the Center Club in Baltimore, Maryland, in two capacities: networking/ambassador since May 2022 and as a board member since August 2024. These activities involve minimal time both during and after business hours and are not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations34 states
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