Lauri Graziano is a registered investment advisor at Morgan Stanley, based in Berwyn, PA, with 15 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
899 Cassatt Road, Suite 100, Berwyn, PA, 19312
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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
August 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
USAA Financial Planning Services
December 2013 - June 2016 · 2 yrs 6 mos
USAA Financial Advisors, INC.Broker
July 2013 - June 2016 · 2 yrs 11 mos
Wells Fargo Advisors, LLCBroker
February 2013 - April 2013 · 2 mos
Nylife Securities LLCBroker
July 2010 - November 2012 · 2 yrs 4 mos
State Registrations24 states
CACOCTDEFLGAMAMDMENCNHNJNVNYOHORPARISCTNTXVAVTWA
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.