Latisha M Pryor

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 09/2017
  First Allied Securities, Inc.
  San Diego, CA
• 09/2017 → 02/2018
  Independent Financial Group
  San Luis Obispo, CA
• 02/2018 → 10/2022
  Morgan Stanley
  San Luis Obispo, CA
• 11/2022 → 12/2022
  Wilde Wealth Management
  San Luis Obispo, CA
• 11/2022 → 12/2022
  Cetera Advisors
  St Cloud, MN
• 01/2023 → Present
  Morgan Stanley
  Obispo, CA

Previous Registrations

• 2022-11-01 → 2022-12-31
  Cetera Advisors Llc
  San Luis Obispo, CA
• 2022-06-29 → 2022-11-14
  Morgan Stanley
  San Luis Obispo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-28
• S63 Uniform Securities Agent State Law Examination
  2011-04-13

Other Names

• Latisha Monique Balko
• Latisha Monique Pryor