Lawrence Young
Lawrence Young is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 8 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
555 California Street, Pwm, San Francisco, CA, 94104
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Regulatory History (1)
Criminal
December 2004Other Business Activities
Lawrence is a board member and on the finance committee for Grand Fleurs LLC, a non-profit, since 2007, dedicating minimal time. He is also a partner at Venturo Motors LLC, a car rental company, since January 2024, spending minimal time on administrative tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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
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