Barbara Collette is a registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara owns rental property in Mission Viejo, California, since August 2024. She spends minimal time on this activity, primarily for occasional maintenance handled by her husband.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nylife Securities LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations47 states
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