LP
LP

Lindsay Pereguda

14 Years of Experience
Fairfield, CT
Broker

Lindsay Pereguda is a registered investment advisor at Morgan Stanley, based in Fairfield, CT, with 14 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

1229 Post Road, Fairfield, CT, 06824

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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.

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Other Business Activities

Lindsay co-owns a multi-family rental property in Ansonia, CT since September 2020 and owns another rental property since May 2018. These activities are investment-related and do not take place during or after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
April 2017 - August 2018 · 1 yr 4 mos
Janney Montgomery Scott LLC
April 2017 - August 2018 · 1 yr 4 mos
Wells Fargo Clearing Services, LLC
January 2016 - May 2017 · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
October 2015 - May 2017 · 1 yr 7 mos
Sanford C. Bernstein & CO., LLCBroker
October 2009 - October 2013 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.