Laura Barberian
Laura Barberian is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 33 years of industry experience. Laura 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
1400 Page Mill Road, Palo Alto, CA, 94304
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Regulatory History (2)
Customer Dispute
July 2005Criminal
January 1970Other Business Activities
Laura serves as a trustee/co-trustee for a trust since 2018, dedicating minimal time during business hours and a few hours per week after business hours. This activity is investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
Montgomery SecuritiesBroker
Morgan Stanley & CO., IncorporatedBroker
State Registrations10 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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