Adviser and broker representative · Morgan Stanley
Lynne K. Purtell
CRD 2352890 · Westlake, OH
At a glance
Lynne K. Purtell is an investment adviser representative with Morgan Stanley in Westlake, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lynne’s SEC record dates to 2011, about 15 years ago. Lynne is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince June 2021Westlake, OH · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Lynne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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