LM
LM

Lindsay Mist

16 Years of Experience
Honolulu, HI
Broker

Lindsay Mist is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 16 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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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 is a board member of Goodwill Hawaii's investment committee since July 2023. This civic/community role involves minimal time each month, split between business and after-business hours.

Employment History
Current Registrations
Morgan Stanley
September 2009 - Present · 16 yrs 10 mos
Morgan StanleyBroker
August 2009 - Present · 16 yrs 11 mos
State Registrations32 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lindsay Mist - Financial Advisor | TrueAdvisor