Lori Alyson Villegas

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
  Baltimore, MD
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Baltimore, MD
• 1999-01-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Baltimore, MD
  Baltimore, MD

Other Businesses

*513966 - Center Club; Investment related: No; Baltimore, Maryland; Restaurant/Bar/Nightclub; Networking / ambassador (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 1; After business hours: 3; networking *598186 - Center Club; Investment related -No; Baltimore, Maryland; Recreation, Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 1; After business hours: 3; Business Development/Growth

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-12
• S63 Uniform Securities Agent State Law Examination
  1994-08-04

Other Names

• Lori Alyson Marsalek