Lori Cudney is a registered investment advisor at Morgan Stanley, based in Oneonta, NY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
493 Chestnut Street, Oneonta, NY, 13820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori works as an event supervisor for Sunrise Specialty Catering, dedicating about 10-20% of her time. She is also involved with Oneonta Dollars for Scholars.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations43 states
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