AL
AL

Anthony Louviere

22 Years of Experience
South Jordan, UT
Broker

Anthony Louviere is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, 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
Loading...

Location

680 West 10000 South, South Jordan, UT, 84095

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 →
Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2012 - April 2019 · 6 yrs 10 mos
Morgan StanleyBroker
June 2012 - April 2019 · 6 yrs 10 mos
Wells Fargo Advisors, LLC
January 2011 - May 2012 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2012 · 1 yr 4 mos
Wells Fargo Investments, LLC
March 2010 - January 2011 · 10 mos
Wells Fargo Investments, LLCBroker
September 2004 - January 2011 · 6 yrs 4 mos
E*trade Securities LLCBroker
January 2003 - September 2004 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Anthony Louviere - Financial Advisor | TrueAdvisor