Lauren H Moore
Investment adviser representative at Morgan Stanley
22 yearsExperience
2 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
22 years in the industry.
- Morgan StanleyAug 2024 to now
- Shooting Star Jackson Hole Golf ClubMay 2024 to Jul 2024
- Jackson Hole Mountain ResortNov 2023 to Apr 2024
- LululemonSep 2023 to Nov 2023
- Southeastern Trust CompanyJun 2023 to Aug 2023
- Abi Global HealthJun 2022 to Jul 2022
- Hall Booth Smith, P.C.Jun 2021 to Jul 2021
- Chick-fil-aJul 2020 to Aug 2020
- University of GeorgiaAug 2019 to May 2023
- Moore Ingram Johnson & Steele, LLPJun 2018 to Aug 2018
- The Walker SchoolAug 2004 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7959228
- Firm CRD
- 149777