Julian C Lardizabal
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 StanleyJul 2026 to now
- Mai Capital ManagementJun 2025 to Aug 2025
- Roberston StephensJul 2024 to Jul 2024
- Reef TechnologyAug 2023 to Oct 2023
- Propark Mobility/california Parking CompanyMar 2023 to Apr 2026
- Jeff DuersonMar 2023 to Mar 2023
- San Francisco State UniversityAug 2022 to May 2026
- Legends Baseball CampsJun 2022 to Jul 2023
- Crate and BarrelOct 2020 to Apr 2021
- Terra Linda High SchoolAug 2018 to Jun 2022
- Miller Creek Middle SchoolJun 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8247496
- Firm CRD
- 149777