LP
LP

Lazette Pierce-Miller

15 Years of Experience
Tampa, FL
Broker

Lazette Pierce-Miller is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 15 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

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

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History

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.

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Other Business Activities

Lazette is an independent contractor for Thirty One, a multi-level marketing company, and a customer service employee for Bath and Body Works. She dedicates minimal time during business hours and about 10-20% of her time after business hours to these activities.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
March 2011 - Present · 15 yrs 2 mos
State Registrations44 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lazette Pierce-Miller - Financial Advisor | TrueAdvisor