Leanna
Coe

Morgan Stanley

CRD#1562909
Investment Advisor
in Atlanta, GA

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About this Advisor

Leanna Coe is a financial advisor operating out of Atlanta, Georgia, with 20 years of experience as a financial advisor. Coe currently works for Morgan Stanley. The advisor has gained experience at Citigroup Global Markets Inc and Morgan Stanley Smith Barney. Coe has a Series 63 license, which qualifies them as a securities broker, and is able to work in Georgia and Texas. Morgan Stanley is an advisory firm based in Atlanta, Georgia. The firm has offices in 732 locations and a total of 26,500 financial advisors. It administers $1 trillion in assets among its 2,129,899 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 6,380 charitable organizations. Of its 2,129,899 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on which services are offered. Fees charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3280 Peachtree Road Suite 1900
Atlanta, GA 30305

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

GA Average: $7,464,549,021
Total Number of Employees

26,500

GA Average: 88
Total Number of Accounts

2,129,899

GA Average: 3,892
Average Account Size

$615,961

GA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Leanna Coe Work History

Leanna has 20 years of experience.

2009 - Present (14 years)

Morgan Stanley Smith Barney

2002 - Present (21 years)

Citigroup Global Markets Inc

Disclosures

Leanna Coe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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