Louis Charles Larson

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

• 01/2014 → Present
  Morgan Stanley
  Palo Alto, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-03-11 → 2014-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
  Oakland, CA
  Oakland, CA
• 1999-12-09 → 2005-03-23
  Charles Schwab & Co., Inc.
  San Francisco, CA

Other Businesses

1. *441072 - Rental property; Investment related - Yes; Jacksonville, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);04/2020; During business hours: 0; After business hours: 0; 2.*226501-Real Estate; Investment related -Yes; Stateline, Nevada; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 1; description of duties

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-09
• S63 Uniform Securities Agent State Law Examination
  1995-12-06