LG
LG
Lindy Giambrone is a registered investment advisor at Morgan Stanley, based in Mandeville, LA, with 5 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
1261 West Causeway Approach, Mandeville, LA, 70471
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Regulatory History (1)
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Financial
January 2019Final
Other Business Activities
Lindy is the sole proprietor and owner of Standing in Your Power LLC, a publishing company, since May 2023. Lindy spends a few hours per week on this investment-related activity, writing a book, self-empowerment affirmation cards, and self-motivation materials.
Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Chase Investment Services CORP.Broker
March 2006 - December 2008 · 2 yrs 9 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.