LP
LP
Lori Placentino
26 Years of Experience
Winchester, VA
1 DisclosureBroker
Lori Placentino is a registered investment advisor at Morgan Stanley, based in Winchester, VA, with 26 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
519 WEST Jubal Early Drive, Suite 300, Winchester, VA, 22601
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2011Settled
Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Key Investment Services LLC
December 2021 - June 2025 · 3 yrs 6 mos
Key Investment Services LLCBroker
September 2016 - June 2025 · 8 yrs 9 mos
Key Investment Services LLC
September 2016 - December 2016 · 3 mos
LPL Financial LLC
May 2012 - September 2016 · 4 yrs 4 mos
LPL Financial LLCBroker
May 2012 - September 2016 · 4 yrs 4 mos
Hsbc Securities (USA) INC.
January 2008 - May 2012 · 4 yrs 4 mos
Hsbc Securities (USA) INC.Broker
January 2005 - May 2012 · 7 yrs 4 mos
Hsbc Brokerage (USA) INC.Broker
June 2000 - January 2005 · 4 yrs 7 mos
Citicorp Investment ServicesBroker
October 1999 - December 1999 · 2 mos
Pruco Securities CorporationBroker
April 1998 - February 1999 · 10 mos
State Registrations28 states
AZCACOCTDCDEFLGAIDINMAMDMINCNDNJNYOHOKPASCSDTNTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.