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Lilianna Watt

10 Years of Experience
Cupertino, CA
Broker

Lilianna Watt is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, 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

20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014

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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

Lilianna is a trustee of an investment property held in a trust with her husband since 2004, dedicating minimal time annually. She also owns rental property since 2003 and spends minimal time on property management.

Employment History
Current Registrations
Morgan Stanley
August 2016 - Present · 9 yrs 11 mos
Morgan Stanley
April 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2016 - April 2016 · 2 mos
State Registrations14 states
AZCAFLHIILINMANVNYOHTXVAWAWY
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.