Sarah L Lavigne
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 statesRegistered 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 StanleyAug 2022 to now
- Morgan Stanley Private Bank, N.A.Jul 2022 to now
- Morgan Stanley Smith Barney LLCJul 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Jun 2022
- Lavigne ManufacturingApr 2020 to May 2020
- Chelo's Waterfront Bar and GrillMay 2019 to Aug 2019
- Rhode Island Senate Fiscal OfficeJan 2019 to May 2019
- Chelo's Waterfront Bar and GrillApr 2018 to Oct 2018
- Chelo's Waterfront Bar and GrillApr 2017 to Oct 2017
- University of Rhode IslandAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CT, RI, 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
- 7260662
- Firm CRD
- 149777