Michael Lorne Gagliardi

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

• 06/2006 → Present
  Citigroup Global Markets Inc.
  New Orleans, LA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  New Orleans, LA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. TEAM LOUISIANA ELITE LACROSSE CLUB; COORDINATE TEAMS, COACHING & TOURNAMENTS; START DATE: 11/2015; AFTER BUSINESS HOURS- 16, DURING BUSINESS HOURS- 0 2. MANDEVILLE CONVINGTON LACROSSE LEAGUE, ASSISTING GETTING PROGRAM OFF THE GROUND; NOT INVESTMENT RELATED; START DATE: 04/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS-1; 3. *382201 - Grow the Game - Louisiana Lacrosse; Investment related - No; Mandeville,LA; Promote the sport of lacrosse; Director of Lacrosse Operations/Head Coach (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 10; Guide the board members of the nonprofit on how to grow the game of lacrosse and offer guidance on how to spend the nonprofit money. 6. *386578 - Sanctuary Subdivision Homeowners Asscociation Board Member & Treasurer; Investment related - No; Mandeville, Louisiana; homeowners association; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 5; After business hours: 5; Administrative *593091 - St. Paul's School; Investment related: No; Covington, Louisiana; Education; Assistant Lacrosse Coach(proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 25; To help coach the boys varsity lacrosse team

Exams

• S66 Uniform Combined State Law Examination
  2006-09-11

Other Names

• Michael Lorne Galiaroi