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Laura M Clackler

Morgan Stanley

Atlanta, GA

CRD 1837149

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-02-18
GA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2011-02-18
  • GA RA
    APPROVED
    Since 2009-06-01

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Atlanta GA 08/2004 Present
Morgan Stanley Smith Barney Atlanta GA 06/2009 Present
Previous Registrations
  • 2004-08-19 → 2009-06-01
    Citigroup Global Markets Inc.
    Atlanta, GA
    Atlanta, GA
  • 2003-03-18 → 2004-08-19
    A. G. Edwards & Sons, Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-07
S63 Uniform Securities Agent State Law Examination 1995-12-28
  • S66 Uniform Combined State Law Examination
    2007-05-07
  • S63 Uniform Securities Agent State Law Examination
    1995-12-28
Other Names
  • Laura M Lamon
  • Laura Mahs
  • Laura Lamon

View on SEC IAPD

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