Lawrence Parente is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 14 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
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Carmel Capital Partners, LLC
July 2022 - March 2023 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2018 - July 2022 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2018 - July 2022 · 4 yrs
Unionbanc Investment Services, LLC
April 2017 - July 2018 · 1 yr 3 mos
Unionbanc Investment Services, LLCBroker
April 2017 - July 2018 · 1 yr 3 mos
LPL Financial LLCBroker
June 2016 - April 2017 · 10 mos
LPL Financial LLC
June 2016 - April 2017 · 10 mos
Bessemer Investor Services, INC.Broker
June 2013 - May 2015 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - April 2013 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2007 - April 2013 · 5 yrs 4 mos
State Registrations1 state
TX
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.