Lauren Vitale is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 29 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
20 Linden Place, Red Bank, NJ, 07701
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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 →Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
Wachovia Securities, LLCBroker
September 2006 - September 2007 · 1 yr
Brokerageamerica, LLCBroker
June 2002 - March 2005 · 2 yrs 9 mos
Ndb Capital Markets, LPBroker
July 2001 - June 2002 · 11 mos
Schwab Capital Markets L.P.Broker
September 1998 - July 2001 · 2 yrs 10 mos
Sherwood Securities CORP.Broker
August 1995 - September 1998 · 3 yrs 1 mo
Carlin Equities CORP.Broker
May 1995 - August 1995 · 3 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.