Laurie Heinly is a registered investment advisor at Morgan Stanley, based in San Jose, CA, 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
Firm Size
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Assets Under Management
Fee Structure
Location
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laurie owns multiple rental properties in Henderson, Nevada, since 2013, 2018, and 2021. Laurie is also an investor in Nexqloud Technologies since 2025 and runs a server for them at home.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Waterhouse Securities, INC.Broker
State Registrations50 states
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