Luann G. Maner

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

• 06/2009 → 03/2024
  Morgan Stanley Smith Barney
  Greensboro, NC
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2024 → Present
  Morgan Stanley Smith Barney
  Raleigh, NC

Previous Registrations

• 2004-07-02 → 2009-06-01
  Citigroup Global Markets Inc.
  Greensboro, NC
  Greensboro, NC
• 2002-09-16 → 2004-07-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, NC

Other Businesses

Sea Clearly, LLC; Ocean Isle Beach, NC; Real Estate; Owner; Investment related; 12/2016; 0,2

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-22
• S63 Uniform Securities Agent State Law Examination
  1987-10-06

Other Names

• Luann Man
• Luann Gilliam