LG
LG

Lorraine Geraghty

22 Years of Experience
West Conshohocken, PA
Broker

Lorraine Geraghty is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 22 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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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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Employment History
Current Registrations
Morgan StanleyBroker
August 2025 - Present · 9 mos
Morgan Stanley
August 2025 - Present · 9 mos
Previous Registrations
UBS Financial Services INC.
October 2017 - February 2024 · 6 yrs 4 mos
UBS Financial Services INC.Broker
October 2017 - February 2024 · 6 yrs 4 mos
Hightower Securities, LLCBroker
February 2013 - April 2017 · 4 yrs 2 mos
Hightower Advisors, LLC
February 2013 - April 2017 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2002 - February 2013 · 11 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2001 - February 2013 · 11 yrs 8 mos
State Registrations34 states
AZCACOCTDCDEFLGAIAILINKSLAMAMDMEMIMNMONCNJNVNYOHORPARISCTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lorraine Geraghty - Financial Advisor | TrueAdvisor