Lori Schiller is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 27 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
Two Jericho Plaza, Jericho, NY, 11753
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Regulatory History (1)
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Employment Separation After Allegations
May 2025Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
July 2021 - June 2025 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2017 - June 2025 · 7 yrs 7 mos
UBS Financial Services INC.Broker
October 2008 - December 2017 · 9 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
February 2005 - April 2007 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - February 2005 · 6 yrs 3 mos
State Registrations49 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.