Larry Partin is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 14 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
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Regulatory History (1)
Regulatory
March 2014Other Business Activities
Larry receives compensation for motorcycle racing, participating in about 15 races per year and earning money on half of them. This activity, which started in 1993, is not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Metlife Securities INC.Broker
State Registrations48 states
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
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