Supreme Alliance
47yrs
Top advisor by experience in Charlotte
24yrs
Larry Cabrera
Financial advisor at Morgan Stanley
Larry Cabrera has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Charlotte, North Carolina. After eight years at Wells Fargo Advisors and three years at Fifth Third Securities, Larry joined Morgan Stanley in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Larry holds the CFP® designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 22% by experience in Charlotte
Office6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMorgan StanleyCurrent firm
- 2011 – 2019Wells Fargo Clearing Services, LLCPreviously
- 2008 – 2011Fifth Third Securities, Inc.Previously
- 2003 – 2008Uvest Financial Services Group, Inc.Previously
- Aug 2002 – Oct 2002Ameriprise Financial Services, LLCPreviously
Contact Larry
6805 Carnegie Boulevard Suite 400Charlotte, NC 28211Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Larry
Tailored to Larry’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Larry
How do I contact Larry?
Call Morgan Stanley at (914) 225-5510 and ask for Larry Cabrera. Larry works from the Charlotte, NC office.
How long has Larry been a financial advisor?
Larry has been in the industry since 2002, about 24 years. Top 22% by experience in Charlotte.
What licenses does Larry hold?
Series 66. Tap any license on this page to see what it allows.
Is Larry a fiduciary?
Larry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Larry paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Larry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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