SL
SL

Samantha Lorch

4 Years of Experience
Purchase, NY
Broker

Samantha Lorch is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 4 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

2000 Westchester Avenue, Purchase, NY, 10577-2530

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Samantha works as a contractor for Spin Spun, a food/events business in Deerfield, Illinois, providing customer service. She spends a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
State Registrations3 states
FLGANY
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.