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Lawrence Young
8 Years of Experience
San Francisco, CA
1 DisclosureBroker
Lawrence Young is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 8 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
555 California Street, Pwm, San Francisco, CA, 94104
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Regulatory History (1)
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Criminal
December 2004Final Disposition
Other 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 StanleyBroker
January 2019 - Present · 7 yrs 4 mos
Morgan Stanley
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - January 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - January 2019 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.