LC
CFP
LC
CFP

Larry Cabrera

23 Years of Experience
Charlotte, NC
Broker

Larry Cabrera is a CFP-designated registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 23 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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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

Larry serves as a Power of Attorney (POA) in Carpentersville, Illinois. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
August 2019 - Present · 6 yrs 11 mos
Morgan Stanley
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2011 - September 2019 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLC
October 2011 - September 2019 · 7 yrs 11 mos
Fifth Third Securities, INC.Broker
June 2008 - November 2011 · 3 yrs 5 mos
Fifth Third Securities, INC.
June 2008 - November 2011 · 3 yrs 5 mos
Uvest Financial Services Group, INC.
May 2003 - June 2008 · 5 yrs 1 mo
Uvest Financial Services Group, INC.Broker
May 2003 - June 2008 · 5 yrs 1 mo
American Express Financial Advisors, INC.
August 2002 - October 2002 · 2 mos
American Express Financial Advisors INC.Broker
July 2002 - October 2002 · 3 mos
Ids Life Insurance CompanyBroker
July 2002 - October 2002 · 3 mos
State Registrations16 states
ALCACTDCFLGAILMDNCNYOHPASCTNTXVA
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.
Larry Cabrera - Financial Advisor | TrueAdvisor