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Breann Lunn

3 Years of Experience
Columbus, OH
Broker

Breann Lunn is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 3 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

4449 Easton Way, Suite 300, Columbus, OH, 43219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Breann works in customer service for Wholefoods retail/online stores in Columbus, Ohio. This takes about half of her time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - June 2022 · 2 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Breann Lunn - Financial Advisor | TrueAdvisor