Randy J Laboy

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

• 01/2016 → 02/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 07/2024 → 12/2024
  Kestra Investment Services, Llc
  Austin, TX
• 02/2024 → 07/2024
  Unemployed
  Austin, TX
• 02/2025 → Present
  Morgan Stanley
  Austin, TX

Previous Registrations

• 2024-07-03 → 2025-01-14
  Kestra Advisory Services, Llc
  Austin, TX
  Austin, TX
• 2016-05-18 → 2024-02-09
  Charles Schwab & Co., Inc.
  Austin, TX
  Austin, TX
  Westlake, TX
  Chicago, IL
  Fort Worth, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-05-18
• S63 Uniform Securities Agent State Law Examination
  2014-01-27

Other Names

• Randy James Laboy
• Randy Laboy