Tami L Lautoa

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 → 04/2018
  Morgan Stanley Smith Barney
  Menlo Park, CA
• 05/2018 → 03/2021
  First Republic Investment Management, Inc.
  Palo Alto, CA
• 05/2018 → 03/2021
  First Republic Securities Company, Llc
  Palo Alto, CA
• 04/2021 → Present
  Morgan Stanley Smith Barney
  Menlo Park, CA

Previous Registrations

• 2018-05-03 → 2021-04-01
  J.P. Morgan Private Wealth Advisors Llc
  Palo Alto, CA
  Menlo Park, CA
• 2016-08-17 → 2018-05-02
  Morgan Stanley
  Menlo Park, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-08-17
• S63 Uniform Securities Agent State Law Examination
  2005-08-12

Other Names

• Tami Lautoa
• Tami L Lautoa
• Tami Leilani Lautoa