Lara O'leary is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 30 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
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
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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
April 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
August 2007 - April 2018 · 10 yrs 8 mos
Joyn Advisors, INC.
May 2003 - April 2018 · 14 yrs 11 mos
Gv Financial Advisors, INC.
May 2003 - December 2011 · 8 yrs 7 mos
Securian Financial Services, INC.Broker
November 2002 - April 2018 · 15 yrs 5 mos
Washington Square Securities, INC.Broker
September 1995 - August 2002 · 6 yrs 11 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.