Lauren Phelps is a registered investment advisor at Morgan Stanley, based in Columbia, SC, with 10 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
1320 Main Street, Suite 800, Columbia, SC, 29201
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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 →Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - July 2021 · 5 mos
Bb&t Securities, LLCBroker
June 2018 - February 2021 · 2 yrs 8 mos
AXA Advisors, LLCBroker
October 2014 - May 2017 · 2 yrs 7 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.