Next-Gen + Best-in-State · rank 17 · San Diego, California · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “MICHAEL ROBERT LACROIX” — sec_finra_regulatory
- “Michael R. LaCroix - Morgan Stanley Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “MORGAN STANLEY” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “MORGAN STANLEY” — sec_finra_regulatory
- Team name — The LaCroix Wealth Management Group (high)
- “leads the LaCroix Wealth Management Group, a multi-generational practice founded by his father 40 years ago” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — 5689347 (high)
- “MICHAEL ROBERT LACROIX” — sec_finra_regulatory
- Years experience — 14 (high)
- “Series 7” — sec_finra_regulatory
- Designations — CFP (medium)
- “Certified Financial Planner™” — forbes_shook
Book of business
- Team AUM ($M) — 836 (high)
- “$836M” — forbes_shook
- Account minimum ($M) — 2 (high)
- “$2M” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “$2.5-140M” — forbes_shook
- Client niche — multigenerational families with private alternative investments (medium)
- “leads the LaCroix Wealth Management Group, a multi-generational practice founded by his father 40 years ago” — forbes_shook
- “named an Alternative Investments Director in 2022” — forbes_shook
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Series 7” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-lacroix-wealth-management-group (high)
- “The LaCroix Wealth Management Group | San Diego, CA | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Morgan Stanley President's Club (2019), Morgan Stanley Managing Director (2022), Morgan Stanley Alternative Investments Director (2022) (medium)
- “He received Morgan Stanley's President's Club designation in 2019 and was named an Alternative Investments Director in 2022.” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search