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Mark Lagratta

21 Years of Experience
New York, NY
Broker

Mark Lagratta is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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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

Mark is a 5% LLC member of 860 LLC, which owns real estate in Colorado, and an owner of rental property in New York. He also has an investment in Birchwood Lane in Connecticut, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Morgan StanleyBroker
July 2025 - Present · 10 mos
Morgan Stanley
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - July 2025 · 10 yrs
Barclays Capital INC.
January 2009 - July 2015 · 6 yrs 6 mos
Barclays Capital INC.Broker
September 2008 - July 2015 · 6 yrs 10 mos
Lehman Brothers INC.
June 2007 - October 2008 · 1 yr 4 mos
Lehman Brothers INC.Broker
January 2005 - September 2008 · 3 yrs 8 mos
State Registrations24 states
AZCACOCTDEFLHIILINKSMAMDMIMONCNENJNVNYSCTNTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mark Lagratta - Financial Advisor | TrueAdvisor