LR
LR

Lori Rabinowitz

19 Years of Experience
Morristown, NJ
Broker

Lori Rabinowitz is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 19 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
Loading...

Location

340 Mount Kemble Avenue, Morristown, NJ, 07960

Get directions

History

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 →
Other Business Activities

Lori owns a retail/online store since 2021, dedicating a few hours per week to sales and marketing. She is also a board member for the Crohn's and Colitis Foundation of America and a partner in a real estate LLC.

Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 11 yrs 1 mo
Morgan StanleyBroker
March 2015 - Present · 11 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2010 - February 2015 · 5 yrs 1 mo
J.P. Morgan Securities LLC
January 2010 - May 2012 · 2 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
Deutsche Bank Securities INC.Broker
June 2006 - March 2007 · 9 mos
State Registrations34 states
ALARAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMINCNDNENHNJNMNVNYOHPASCTXVAWAWI
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.
Lori Rabinowitz - Financial Advisor | TrueAdvisor