ML
ML

Max Lagao

28 Years of Experience
El Segundo, CA
Broker

Max Lagao is a registered investment advisor at Morgan Stanley, based in El Segundo, CA, with 28 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
Loading...

Location

2141 Rosecrans Avenue, Suite 3100, El Segundo, CA, 90245

Get directions

History

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 →
Other Business Activities

Max is a consultant for The Baby Whisperer, overseeing the production and distribution of DVDs and baby bottles, dedicating a few hours per week. Max also owns rental property in Manhattan Beach, California, dedicating minimal time to it.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2001 - June 2009 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
Dean Witter Reynolds INC.Broker
May 1997 - March 2001 · 3 yrs 10 mos
Interfirst Capital CorporationBroker
April 1997 - June 1997 · 2 mos
State Registrations14 states
AKAZCACOGAHIMANCNJNVNYTNVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.