About this Advisor
Loring Brown is a financial advisor operating out of Atlanta, Georgia, who has been in the financial industry for 21 years. Brown is an employee of Morgan Stanley. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Brown maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia and Texas. Morgan Stanley is a registered investment company operating in Atlanta, Georgia. The firm has offices in 732 locations and a total of 26,500 financial advisors. It has $1 trillion in total assets across its 2,129,899 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 6,380 charities and foundations. Of its 2,129,899 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. Morgan Stanley performs a number of services, including 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Morgan Stanley likely consist of any combination 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
Loring Brown Work History
Loring has 21 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Loring Brown has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.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.