LW
LW

Lindsey Wetzel

21 Years of Experience
San Francisco, CA
Broker

Lindsey Wetzel is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 21 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

101 California Street 23rd Floor, San Francisco, CA, 94111

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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

Lindsey is a landlord for a rental property in San Francisco, California, since June 2024. She dedicates minimal time to property management outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
July 2014 - February 2022 · 7 yrs 7 mos
Morgan StanleyBroker
June 2009 - August 2014 · 5 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 2004 - April 2007 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.