Lori L Wilson

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 → 02/2020
  Freedman & Goldberg, Cpa'S
  Grand Blanc, MI
• 10/2022 → Present
  Morgan Stanley
  Grosse Pointe Farms, MI
• 03/2020 → 09/2022
  Snider Financial
  Flint, MI

Other Businesses

1. BLAC Horse, LLC (est. 11/30/2016): Residential Real Estate Rental, single family property. Business Address 2243 Maiden Lane, Grand Blanc, MI 48439. Partner, accounting, bookkeeping, check signing/funds disbursements. 3 hours/mo., 0 hours/mo. during securities trading hours. 2. Copper Group Properties, LLC (est. 01/01/2022): Land Contract. Business Address 2243 Maiden Lane, Grand Blanc, MI 48439. Partner, accounting, bookkeeping, check signing/funds disbursements. 1 hours/mo., 0 hours/mo. during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-24
• S63 Uniform Securities Agent State Law Examination
  1998-12-09

Other Names

• Lori L Wilson
• Lori Lynn Wilson