SL
SL

Spencer Larsen

14 Years of Experience
Billings, MT
Broker

Spencer Larsen is a registered investment advisor at Morgan Stanley, based in Billings, MT, 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

401 North 31st Street, Suite 900, Billings, MT, 59103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Spencer is a sole proprietor and owner of a second home in Eureka, MT, which he rents out as a vacation home when his family is not using it. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
December 2015 - Present · 10 yrs 5 mos
Morgan Stanley
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Uci Wealth Advisors LLC
October 2011 - March 2016 · 4 yrs 5 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.