Lauren
Schafer
Morgan Stanley
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About this Advisor
Lauren Schafer is a financial advisor operating in Cincinnati, Ohio with 2 years of industry experience. Schafer is currently employed by Morgan Stanley. Over the course of their career, Schafer has held roles at Fidelity Brokerage Services, LLC, Graybar Electric Company, Eastern Kentucky University Facilities Services, Amazon, Sirs, Eastern Kentucky University, Larosa Pizzeria, Campbell County High School and Morgan Stanley. Schafer holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Ohio and Texas. Morgan Stanley is a company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in assets under management among its 2,233,188 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. Morgan Stanley performs a broad assortment 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. Financial management fees typically depend on which service is offered. Fees charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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 Schafer Work History
Lauren has been registered as a financial advisor for 2 years.*
Morgan Stanley
Fidelity Brokerage Services, LLC
Graybar Electric Company
Amazon
Eastern Kentucky University Facilities Services
Sirs
Eastern Kentucky University
Larosa Pizzeria
Campbell County High School
*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 Schafer 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
San Francisco, CA
Boise, ID
Oakland, CA
San Antonio, TX
Walnut Creek, CA
South Jordan, UT
Pueblo, CO
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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