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Devin Ladner

16 Years of Experience
Mandeville, LA
Broker

Devin Ladner is a registered investment advisor at Morgan Stanley, based in Mandeville, LA, 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

1261 West Causeway Approach, Mandeville, LA, 70471

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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

Devin is a board member of Hurricanes Swim Club, a sports organization in Slidell, Louisiana. Devin spends minimal time on administrative tasks for this role after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2018 - May 2021 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2018 - May 2021 · 3 yrs 1 mo
Hancock Investment Services, INC.
July 2011 - April 2018 · 6 yrs 9 mos
Hancock Investment Services, INC.Broker
July 2009 - April 2018 · 8 yrs 9 mos
State Registrations16 states
ALAZCOFLGAILINLAMOMSNCNMSCTXVAWI
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.
Devin Ladner - Financial Advisor | TrueAdvisor