Richard L Laird

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 → Present
  Morgan Stanley Smith Barney Llc
  Greenville, DE
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Wilmington, DE
• 1998-01-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Wilmington, DE
  Wilmington, DE

Other Businesses

1. LANDSCAPE AND WILDLIFE PHOTOGRAPHY; SOLE PROPRIETOR/OWNER/PARTNER; INVESTMENT RELATED; DE; PHOTOS OF LANDSCAPES, WILDLIFE; 11/2016; 0,5 *244215 - Wilmington Club; Investment related: No; Wilmington, Delaware; Social & Recreational; Vice President (proprietor, partner, officer, director, employee, trustee, agent); 05/2015; During business hours: 0; After business hours: 3; As Vice President, I chair the House Committee I report to the Club's President and Board of the property and house of the Club's facilties. My term as Vice President ends on 4/30/25 when I will become the next President

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-27

Other Names

• Richard L Laird
• Richard L Laird Jr
• Richard L Laird Jr.