Larry Greg Fullmer

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

• 05/2015 → Present
  Morgan Stanley
  Los Angeles, CA
• 05/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2004-12-16 → 2015-05-08
  Ubs Financial Services Inc.
  Los Angeles, CA
  Los Angelos, CA

Other Businesses

*231280- Countryview LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231278- Roseside 2 LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231279- Cityview LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *231277- Roseside 1 LLC; Investment related Yes; Manhattan Beach, California; Farm land; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 0; *325109- The L. Greg Fullmer Revocable Trust; Investment related No; Manhattan Beach, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 0; After business hours: 1; *455859 - Trust; Investment related - Yes; Rexburg , Idaho; 09/2021; During business hours: 5; After business hours: 5 *456627- Trust; Investment related Yes; Manhattan Beach, California; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 0; Investment Decisions/Advice *455858- Estae; Investment related -Yes; Rexburg, Idaho; Estate; Successor Role; Activity start month/year; During business hours: 1; After business hours: 9; *456630- Trust; Investment related Yes; Manhattan Beach, California; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 0; Investment Decisions/Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-08
• S63 Uniform Securities Agent State Law Examination
  1992-08-10

Other Names

• L. Greg Fullmer
• Greg Fullmer
• Larry Greg Fullmer