Lauren Cortright is a registered investment advisor at Morgan Stanley, based in Monterey, CA, with 18 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
401 Fremont Street, Suite 200, Monterey, CA, 93940
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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 StanleyBroker
February 2011 - Present · 15 yrs 3 mos
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Securities America Advisors, INC.
January 2009 - December 2010 · 1 yr 11 mos
Securities America, INC.Broker
January 2009 - December 2010 · 1 yr 11 mos
Brecek & Young Advisors, INC.
July 2008 - January 2009 · 6 mos
Brecek & Young Advisors, INC.Broker
July 2008 - January 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - June 2008 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2007 - June 2008 · 1 yr 5 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.