Andrew Lawlor is a registered investment advisor at Morgan Stanley, based in Hauppauge, NY, 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
888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788
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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 StanleyBroker
February 2021 - Present · 5 yrs 3 mos
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2015 - February 2021 · 6 yrs
J.P. Morgan Securities LLC
February 2015 - February 2021 · 6 yrs
J.P. Morgan Securities LLCBroker
October 2012 - August 2014 · 1 yr 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2014 · 1 yr 10 mos
Chase Investment Services CORP.
October 2011 - October 2012 · 1 yr
Chase Investment Services CORP.Broker
October 2011 - October 2012 · 1 yr
Morgan Stanley Smith Barney LLC
December 2010 - August 2011 · 8 mos
Morgan Stanley Smith BarneyBroker
December 2010 - August 2011 · 8 mos
Obsidian Financial Group, LLCBroker
November 2009 - February 2010 · 3 mos
State Registrations22 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.