Lindsay Vandever Rogers

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

• 09/2014 → Present
  Morgan Stanley Smith Barney Llc
  Tulsa, OK
• 02/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

LINDSAY V. ROGERS LLC; TULSA, OK; 9/2009; BEAUTY AND FASHION BLOG, OWNER, EDITOR; WRITING RECOMMENDATIONS AND COMMENTARY ON FASHION AND BEAUTY; 10 HOURS/MONTH AFTER BUSINESS HOURS

Exams

• S66 Uniform Combined State Law Examination
  2014-11-20
• S63 Uniform Securities Agent State Law Examination
  2002-10-23

Other Names

• Lindsay Vandevev Rogers