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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Leanna Coe Work History
Leanna has 20 years of experience.
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Leanna Coe has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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