Lawrence M Parente
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleySep 2025 to now
- Parente Enterprise Mangement, Inc.Sep 2023 to now
- UnemployedMar 2023 to Sep 2023
- Carmel Capital PartnersJul 2022 to Mar 2023
- Bank of America Private BankAug 2019 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Aug 2019
- Mufg Union Bank, N.A.Apr 2017 to Jul 2018
- Union BankApr 2017 to Jul 2018
- LPL Financial dba Jackson SquareJun 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4501361
- Firm CRD
- 149777