Lance White is a registered investment advisor at Morgan Stanley, based in Naples, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Naples, FL
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Regulatory History (2)
Civil
August 2025Customer Dispute
August 2009Other Business Activities
Lance is a partner in Blue Horseshoe Partners LLC (since 2011), LAW Investments Ltd (since 2013), and LC Partners Investment LLC (since 2019), all investment-related. He is also the managing partner of Lance White LLC (since 2014) and sole proprietor/owner of LAW Investments II Ltd (since 2021) and RKM, LLC (since 2021), dedicating a few hours per week to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations53 states
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