Lauren Elizabeth Stavale

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

• 07/2010 → Present
  Jpmorgan Chase Bank
  Portage, MI
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Portage, MI
• 11/2017 → Present
  Morgan Stanley
  Grosse Pointe Farms, MI

Other Businesses

1. Beachbody LLC; Investment related Yes; Fitness and Health coaching; May 2019; During business hours: 0; After business hours: 2; Help people sign up for fitness programs and products offered by Beachbody and run challenge groups that promote health and wellness. *586693 - BBH Property Holdings LLC ; Investment related - No ; Clawson,Michigan ; Real Estate ; Employee(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2024 ; During business hours : 0 ; After business hours : 10 ; Administrative:Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-31
• S63 Uniform Securities Agent State Law Examination
  2012-05-21

Other Names

• Lauren Elizabeth Stavale
• Lauren Elizabeth Mcclellan