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Natalie R Garrison

Morgan Stanley

Lake Charles, LA

CRD 4958932

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-11-13
LA RA APPROVED 2012-08-13
  • TX RA
    APPROVED
    Since 2012-11-13
  • LA RA
    APPROVED
    Since 2012-08-13

Branch Locations

1450 William Street 3Rd Floor, Lake Charles, LA 70601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Lake Charles LA 03/2016 Present
Morgan Stanley Private Bank, National Association New York NY 03/2016 Present
  • 03/2016 → Present
    Morgan Stanley Smith Barney Llc
    Lake Charles, LA
  • 03/2016 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-29
  • S66 Uniform Combined State Law Examination
    2007-06-29
Other Names
  • Natalie R Fontenot
  • Natalie F Guidry
  • Natalie F Fontenot

View on SEC IAPD

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