Lauren
Cortright

Morgan Stanley

CRD#5238638
Investment Advisor
in Monterey, CA

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About this Advisor

Lauren Cortright is a financial advisor who works out of Monterey, California, with 12 years of industry experience. Cortright currently works for Morgan Stanley. Over the course of their career, Cortright has held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Cortright has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Morgan Stanley is a registered investment company that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 people on staff. It administers $1 trillion in total assets among its 2,233,188 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a diverse array 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 advisory services usually are based on which service is provided. Fees billed by Morgan Stanley likely are comprised of any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

401 Fremont Street Suite 200
Monterey, CA 93940

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CA Average: $7,464,549,021
Total Number of Employees

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

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
  • Other

Lauren Cortright Work History

Lauren has been registered as a financial advisor for 12 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2011 - Present (13 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lauren Cortright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

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Russell Huebschle
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William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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