Lauren C Erb

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

• 11/2015 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH
• 01/2016 → 08/2017
  Bank Of America, N.A.
  Pepper Pike, OH
• 08/2017 → Present
  Morgan Stanley
  Pepper Pike, OH
• 09/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2016-03-24 → 2017-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pepper Pike, OH

Other Businesses

*696430 - Gift Room Gossip; Investment related: No; Bentleyville, Ohio; Retail/Online Stores, Social media accounts with affiliate links ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 10; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2016-03-23

Other Names

• Lauren Croasdaile
• Lauren A Croasdaile
• Lauren Alyssa Croasdaile