Loren Overy is a registered investment advisor at Morgan Stanley, based in Sandy, UT, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
200 West Civic Center Drive, Sandy, UT, 84070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Loren works with the Utah Jazz promoting fan interaction and sponsor exposure during games, dedicating about a quarter of their time during the basketball season. Loren is also a partner in JLRJ Overy LLC, a real estate business, spending minimal time on administrative tasks, business development, investment decisions, labor, and property management.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
State Registrations53 states
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