Monica Trinidad-Lui, financial advisor Morristown NJ

Monica Trinidad-Lui

CRD Number: 4439664
Current Firm: Morgan Stanley

Monica Trinidad-Lui (CRD# 4439664) is an Investment Advisor Representative working at Morgan Stanley in Morristown, NJ and has over 22 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Morgan Stanley Morristown, NJ Oct 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park, NJ Dec 2017 - Sep 2021 3
Morgan Stanley Morristown, NJ Jul 2013 - Dec 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Monica G. Trinidad-Lui
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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