About this Advisor
Larry Groce is a certified financial planner working out of Montgomery, Alabama, with a total of 12 years of experience as a financial advisor. Groce currently works for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Groce has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama and Texas. Morgan Stanley is a business that has its headquarters in Montgomery, Alabama. The firm has offices in 726 locations and a total of 25,600 employees. It handles $904 billion in assets across its 1,863,328 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 313 charities and foundations. Of its 1,863,328 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management are based on which services are provided. However, fee types charged by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Larry Groce Work History
Larry has 12 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Larry Groce has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA