LB
LB
Laura Barberian
33 Years of Experience
Palo Alto, CA
2 DisclosuresBroker
Laura Barberian is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 33 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
1400 Page Mill Road, Palo Alto, CA, 94304
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2005Denied
Criminal
January 1970Final Disposition
Other 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
September 2017 - Present · 8 yrs 8 mos
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2005 - September 2017 · 12 yrs 2 mos
Wells Fargo Clearing Services, LLC
July 2005 - September 2017 · 12 yrs 2 mos
UBS Financial Services INC.
June 2001 - July 2005 · 4 yrs 1 mo
UBS Financial Services INC.Broker
June 2001 - July 2005 · 4 yrs 1 mo
Prudential Securities IncorporatedBroker
February 1996 - June 2001 · 5 yrs 4 mos
Montgomery SecuritiesBroker
January 1983 - September 1984 · 1 yr 8 mos
Morgan Stanley & CO., IncorporatedBroker
November 1980 - March 1982 · 1 yr 4 mos
State Registrations10 states
CACOMINCNVNYORPATXWA
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.