LR
LR

Lindsay Rogers

13 Years of Experience
Tulsa, OK
Broker

Lindsay Rogers is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, with 13 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
Loading...

Location

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

Get directions

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.

Learn about disclosures →
Other Business Activities

Lindsay owns and edits a beauty and fashion blog called Lindsay V. Rogers LLC since 2009. This activity involves writing recommendations and commentary on fashion and beauty, taking a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2014 - Present · 11 yrs 6 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Barclays Global Investors ServicesBroker
June 2004 - April 2005 · 10 mos
Thomas Weisel Partners LLCBroker
October 2002 - November 2003 · 1 yr 1 mo
State Registrations19 states
ARCACOCTDCFLGAIDKSLANJNVNYOKORPATXVAWA
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.