Lori Curley is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 20 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
1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702
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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 StanleyBroker
September 2025 - Present · 8 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2023 - September 2024 · 1 yr 2 mos
Ameriprise Financial Services, LLCBroker
June 2023 - September 2024 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2018 - October 2021 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2018 - October 2021 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - October 2016 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - October 2016 · 1 yr 10 mos
Morgan StanleyBroker
June 2009 - January 2013 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
April 2002 - June 2009 · 7 yrs 2 mos
Robertson Stephens, INC.Broker
September 1999 - April 2002 · 2 yrs 7 mos
C.E. Unterberg, Towbin (a California Limited Partnership)Broker
July 1999 - July 1999 · 0 mos
J.J. Kenny Drake, INC.Broker
October 1998 - April 1999 · 6 mos
State Registrations23 states
AZCACOCTDEFLGAILMAMDMEMTNCNHNJNYORPARISCVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.