LM
LM

Landon Marino

27 Years of Experience
Austin, TX
1 DisclosureBroker

Landon Marino is a registered investment advisor at Morgan Stanley, based in Austin, TX, 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

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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History

Regulatory History (1)
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Customer Dispute
June 2020
Settled
Other Business Activities

Landon is involved in several real estate ventures, including Fortress Builders, HPR Properties LLC, PRLT Partners LLC, Peacock Capital Holdings LLC, and Moreh Capital LLC. These activities involve land acquisition, property maintenance, and administrative tasks, taking up a few hours per week.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.Broker
March 2001 - January 2009 · 7 yrs 10 mos
UBS Financial Services INC.
March 2001 - January 2009 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1999 - March 2001 · 2 yrs 2 mos
State Registrations36 states
ALAZCACOCTFLGAIAILINKSKYLAMAMDMEMIMNMOMTNCNVNYOHOKORPAPRSCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.