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Enrique Lerner

22 Years of Experience
Clayton, MO
Broker

Enrique Lerner is a registered investment advisor at Morgan Stanley, based in Clayton, MO, 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
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Location

7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Enrique is a board member and on the finance committee for Washington University Hillel, dedicating minimal time to this role. He also collects monthly payments from Tamar and Idan Lerner for the use of a car, requiring minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2005 - April 2007 · 1 yr 7 mos
Morgan Stanley
September 2005 - April 2007 · 1 yr 7 mos
UBS Financial Services INC.
November 2003 - October 2005 · 1 yr 11 mos
UBS Financial Services INC.Broker
October 2003 - October 2005 · 2 yrs
State Registrations33 states
AKALARAZCACOCTDCDEFLGAILINKSMAMDMIMNMOMTNCNJNMNVNYOHOKPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.