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Michael Neely Lawrence

Morgan Stanley

Rancho Sante Fe, CA

Rancho Santa Fe, CA

San Diego, CA

CRD 6261447

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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_RES 2024-02-07
CA RA APPROVED 2014-01-08
  • TX RA
    APPROVED_RES
    Since 2024-02-07
  • CA RA
    APPROVED
    Since 2014-01-08

Branch Locations

6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States

6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States

San Diego, CA • 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 San Diego CA 10/2013 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 10/2013 → Present
    Morgan Stanley
    San Diego, CA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-08
  • S66 Uniform Combined State Law Examination
    2014-01-08
Other Names
  • Michael Lawrence

View on SEC IAPD

Nearby Firms

ESSENTIAL PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
DARK HORSE ADVISORS LLC

Nearby Investors

VIRGINIA CHRISTIE LAWRENCE
DAVID JAN ROSS
STEPHANY DAWN HORN

Nearby Offices

MORGAN STANLEY · RANCHO SANTA FE, CA
ESSENTIAL PARTNERS LLC · RANCHO SANTA FE,, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Santa Fe, CA

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