Bryan LaiksCRD Number: 1214911
Current Firm: Morgan Stanley
Bryan Laiks (CRD# 1214911) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Morgan Stanley||Jersey City, NJ||Nov 2012 - Current||3|
|Consultant||Westwood, NJ||Oct 2010 - Nov 2012||2|
|Lpl Financial||Paramus, NJ||Oct 2009 - Nov 2010||1|
|Us Army||Picatinny Arsenal, NJ||Jul 2008 - Oct 2009||1|
|Unemployed||Westwood, NJ||Mar 2008 - Jul 2008||< 1|
|Morgan Stanley & Company Inc.||Jersey City, NJ||May 2007 - Mar 2008||< 1|
|Morgan Stanley Distribution, Inc.||Jersey City, NJ||Jul 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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
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