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Betty Lamb

46 Years of Experience
Pittsburgh, PA
Broker

Betty Lamb is a registered investment advisor at Morgan Stanley, based in Pittsburgh, PA, with 46 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

One PPG Place, Suite1300, Pittsburgh, PA, 15222

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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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Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - February 2006 · 18 yrs 3 mos
Legg Mason Masten INC.Broker
May 1981 - November 1987 · 6 yrs 6 mos
Shearson Loeb Rhoades INC.Broker
June 1979 - June 1981 · 2 yrs
Loeb PartnersBroker
June 1979 - June 1979 · 0 mos
State Registrations32 states
AKALAZCACOCTDCDEFLGAILINMAMDMEMIMONCNHNJNYOHOKORPASCTNTXUTVAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Betty Lamb - Financial Advisor | TrueAdvisor