Diana Lohrer, financial advisor New York NY
90 score

Diana Lohrer

CRD Number: 5932362
Current Firm: Mbsc Securities Corporation

Diana Lohrer (CRD# 5932362) is an Investment Advisor Representative working at Mbsc Securities Corporation in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mbsc Securities Corporation New York, NY Jul 2015 - Current 2
Morgan Stanley New York, NY Jun 2012 - Jul 2015 3
Providence College Providence, RI Sep 2008 - May 2012 3
Garden City High School Garden City, NY Sep 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Diana E. Lohrer
Phone Number: 212-922-7145
Firm Website: http://www.dreyfus.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,354
    MILLIONS
  • Total Number of Accounts
    4,600
    ACCOUNTS
  • Average Account Value
    $294,400
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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