Lindsey Pohl is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lindsey is the sole proprietor and owner of Boones Babes, an event planning business in Clearwater, Florida, since March 2022. Lindsey spends a few hours per week on this investment-related activity after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations43 states
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