Lindsay Key is a registered investment advisor at Morgan Stanley, based in Roseville, CA, with 20 years of industry experience. Lindsay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1478 Stone Point Drive, Suite 500, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Criminal
April 2002Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations35 states
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
More Advisors
- Mark PayneMorgan Stanley
- George SalidasMorgan Stanley
- Ayorinde AkinwandeMorgan Stanley
- Robert TownsendMorgan Stanley
- Brian Neunzig, CFPMorgan Stanley
- Jeffrey Auwinger, CFPMorgan Stanley