Laura
Caler
Morgan Stanley
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About this Advisor
Laura Caler is a financial advisor based out of Houston, Texas, who has 2 years of relevant experience. Caler works at Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC, Jacob Anthony Rust, Northwestern Mutual Investment Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Apex Fun Run and Homemaker. Caler maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Utah. Morgan Stanley is a financial advisory business that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 financial advisors. It manages $1 trillion in total assets across its 2,233,188 customer accounts, making it one of 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% are held by high-net-worth investors who have more than $1 million in 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. Fees for financial advisory services typically vary depending on which service is offered. Fee types billed by Morgan Stanley likely include some blend 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
Laura Caler Work History
Laura has been registered as a financial advisor for 2 years.*
Morgan Stanley Smith Barney LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Apex Fun Run
Jacob Anthony Rust
Northwestern Mutual Investment Services LLC
Apex Fun Run
Homemaker
Morgan Stanley Smith Barney LLC
*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 Laura Caler 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
Baltimore, MD
Saint Louis, MO
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
New York, NY
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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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.
