Maury Lomax is a registered investment advisor at Morgan Stanley, based in Mobile, AL, with 24 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
Rsa Battle House Tower, 11 North Water St., Suite 16290, Mobile, AL, 36602
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2023Settled
Customer Dispute
April 2009Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
August 2001 - April 2007 · 5 yrs 8 mos
Morgan Stanley Dw INC.Broker
June 2001 - April 2007 · 5 yrs 10 mos
State Registrations24 states
ALAZCACOCTFLGAIAILKSKYLAMDMEMSNCNYOHPATNTXUTVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.