Laurie Golden-Jeffrey

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

• 07/1993 → Present
  Citigroup Global Markets Inc.
  Greenwich, CT
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Greenwich, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1991-02-22 → 2009-06-01
  Citigroup Global Markets Inc.
  Greenwich, CT
  Greenwich, CT

Other Businesses

1. *373949 - Trust; Investment related No; Trust; Trustee; Jul 2019 2. *407495 - Trust; Investment related -Yes; Cos Cob, Connecticut; Trustee; 08/2020; During business hours: 0; After business hours: 6; 3.*385439- Estate; Investment related -Yes; Greenwich, Connecticut; Charity / Private Foundation; executor (proprietor, partner, officer, director, employee, trustee, agent); 12/2019; During business hours: 0; After business hours: 3; Settling estate

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-10
• S63 Uniform Securities Agent State Law Examination
  1984-11-30

Other Names

• Lauren Jane Golden
• Laurie J Golden
• Daurie J Golden
• Lauren Jane Golden
• Laurie Jane Golden
• Lauren Jane Golden
• Laurie Jane Golden
• Laurie Golden
• Lauren Jane Goldenjeffrey
• Lauren Jane Golden-Jeffrey