Lauren Ashley Klein

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

• 06/2009 → 10/2016
  Credit Suisse Securities (Usa) Llc
  New York, NY
• 10/2016 → Present
  Morgan Stanley
  New York, NY
• 03/2017 → Present
  Morgan Stanley Services Group Inc.
  New York, NY

Previous Registrations

• 2009-06-09 → 2016-10-14
  Credit Suisse Securities (Usa) Llc
  New York, NY
  New York, NY
• 2008-09-19 → 2009-02-17
  Neuberger Berman Bd Llc
  New York, NY
  New York, NY
• 2007-09-20 → 2008-09-24
  Lehman Brothers Inc.
  New York, NY
  New York, NY

Other Businesses

1.CRS Realty Associates Inc; Not Investment related; SCARSDALE, NEW YORK, secretary/treasurer; 0,5 2.Glicker Realty LP; Not Investment related; General Partner; Bronx NY; 0,5 3.*305700 -Glicker Realty WA LLC; Investment related -Yes; Bronx, New York; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 2; 4.*444006 -Glicker Realty WA LLC; Investment related -Yes; Bronx, New York; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 2;

Exams

• S66 Uniform Combined State Law Examination
  2007-09-19

Other Names

• Lauren Ashley Azoulay