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Brian Lawrence
25 Years of Experience
New Orleans, LA
1 DisclosureBroker
Brian Lawrence is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, with 25 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
1100 Poydras Street, Suite 1900, New Orleans, LA, 70163
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2023Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
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
December 2003 - February 2009 · 5 yrs 2 mos
UBS Financial Services INC.
December 2003 - February 2009 · 5 yrs 2 mos
Banc of America Investment Services, INC.
August 2003 - December 2003 · 4 mos
Banc of America Investment Services, INC.Broker
August 2003 - December 2003 · 4 mos
Banc of America Securities LLC
October 2000 - August 2003 · 2 yrs 10 mos
Banc of America Securities LLCBroker
October 2000 - August 2003 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.