Gregory Paul Lofgren
Financial advisor at Morgan Stanley · Mount Laurel, NJ
Last updated 2026-10-10
Claim your profileGregory Paul Lofgren is a financial advisor at Morgan Stanley in Mount Laurel, NJ, CRD 3060412. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2002-06-20.
Registration
- CRD number
- 3060412
- Registration status
- Active
- IAPD registration
- 2002-06-20
- Industry Experience
- 24 years
- Work Experience
- 14 years
- States registered
- NJ, TX
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2012-05 to 2022-01 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Mount Laurel, NJ
- 2012-06 to 2022-01 · Bank of America, N.A. · Mount Laurel, NJ
- 2022-01 to Present · Morgan Stanley Smith Barney LLC · Mount Laurel, NJ
- 2022-02 to Present · Morgan Stanley Private Bank, N.A · New York, NY
Current employment
- Morgan Stanley · Purchase, NY
Morgan Stanley
- Regulatory AUM
- $1,961,887,313,229
- Registered advisors
- 23,185
- Offices
- 2,012
- Clients per advisor
- 116.6 (High)
- Average AUM per client
- $725.6K (Low)
- High-net-worth client ratio
- 1.6% (Low)
Morgan Stanley: advisors, services and reported ETF investments
About
Gregory Paul Lofgren is a CFP® financial advisor at Morgan Stanley in Mount Laurel, NJ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 24 years of industry experience and 14 years of reported work history. Reported roles include Morgan Stanley Private Bank, N.A, Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Morgan Stanley's firm-level Form ADV reports 23,185 advisors across 2,012 offices; approximately 116.6 clients per advisor, average assets per client of $725,625, and regulatory AUM of $2T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $478B across 1,974 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Gregory Paul Lofgren personally.
Reported ETF positions
Morgan Stanley reports 1,974 ETF positions worth $478B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $24.1B |
| IVV — iShares Core S&P 500 ETF | $18.5B |
| VOO — Vanguard S&P 500 ETF | $17.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $15.6B |
| IWF — iShares Russell 1000 Growth Fund | $14.8B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Morgan Stanley's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.4B | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.3B | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $1.9B | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $640M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Morgan Stanley on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
330 Fellowship Road, Mount Laurel, NJ 08054
92 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 914-225-5510
- Website: morganstanley.com
Official record
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