Larry Golub is a registered investment advisor at Morgan Stanley, based in Williamsburg, VA, 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
437 West Duke of Gloucester Street, Williamsburg, VA, 23185
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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 StanleyBroker
February 2023 - Present · 3 yrs 5 mos
Morgan Stanley
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2015 - March 2023 · 7 yrs 3 mos
Wells Fargo Clearing Services, LLC
December 2015 - March 2023 · 7 yrs 3 mos
Raymond James Financial Services Advisors, INC
April 2010 - December 2015 · 5 yrs 8 mos
Raymond James Financial Services, INC.Broker
March 2010 - December 2015 · 5 yrs 9 mos
Cantella & CO., INC.
January 2006 - April 2010 · 4 yrs 3 mos
Cantella & CO., INC.Broker
January 2006 - April 2010 · 4 yrs 3 mos
Raymond James Financial Services
October 2004 - December 2005 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
November 2002 - December 2005 · 3 yrs 1 mo
State Registrations19 states
COCTDCFLGAIDMAMDMNNCNJNYOHPASCTNVAWAWV
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.