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Trisha Larson

10 Years of Experience
Scottsdale, AZ
Broker

Trisha Larson is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 10 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

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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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

Trisha is a board member for Special Olympics Arizona since April 2019, participating in fundraising, marketing, and administrative tasks. She spends a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
State Registrations34 states
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Exams
No exam information available for this advisor.