Loring
Brown

Morgan Stanley

CRD#2120640
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, Series 65

Years of Experience

21 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

Disclosures

No

Office Location

5565 Glenridge Connector Suite 1900
Atlanta, GA 30342

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

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

26,500

GA Average: 88
Total Number of Accounts

2,129,899

GA Average: 3,892
Average Account Size

$615,961

GA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Loring Brown Work History

Loring has 21 years of experience.

2015 - Present (8 years)

Morgan Stanley Private Bank, National Association

2009 - Present (14 years)

Morgan Stanley Smith Barney

2001 - Present (22 years)

Citigroup Global Markets Inc

Disclosures

Loring Brown has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Rasa Petrauskaite
Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started