GL
CFP
GL
CFP
Gregory Lofgren is a CFP-designated registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, 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
330 Fellowship Road, Mount Laurel, NJ, 08054
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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
January 2022 - Present · 4 yrs 4 mos
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - January 2022 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - January 2022 · 9 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
October 1999 - April 2007 · 7 yrs 6 mos
Pruco Securities CorporationBroker
June 1999 - October 1999 · 4 mos
Prudential Securities IncorporatedBroker
August 1998 - April 1999 · 8 mos
State Registrations25 states
CACOCTDCDEFLGAILINLAMAMDMEMNMONCNJNMNYORPASCTNTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.