LP
LP

Larry Partin

14 Years of Experience
Palm Harbor, FL
1 DisclosureBroker

Larry Partin is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, 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
Loading...

Location

4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2014
Final
Other 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
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
Metlife Securities INC.Broker
December 2011 - April 2013 · 1 yr 4 mos
State Registrations47 states
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
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.