Lauren P Cortright

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

• 01/2011 → Present
  Morgan Stanley Smith Barney
  Monterey, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-01-23 → 2010-12-07
  Securities America Advisors, Inc.
  Lavista, NE
• 2008-07-02 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Watsonville, CA
  Folsom, CA
• 2007-01-19 → 2008-06-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Monterey, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-01-18

Other Names

• Lauren A Pieper
• Lauren Ashley Pieper