Leon
Love

Morgan Stanley

CRD#6023964
Investment Advisor
in Atlanta, GA

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About this Advisor

Leon Love is a financial advisor operating in Atlanta, Georgia, who has been in the financial industry for 13 years. Love works at Morgan Stanley. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Octane Sports, Bank Of America, Merrill Lynch, Pierce, Fenner & Smith Inc, Unifi Staffing, Waddell & Reed, Inc, Gabriel Penfield, Transamerica Capital, Inc, Robinhood Financial, LLC, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Love has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Texas. Morgan Stanley is an advisory firm that has its headquarters in Atlanta, Georgia. The company has offices in 732 locations and a total of 26,500 advisors. It manages $1 trillion in assets among its 2,129,899 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 6,380 charities and foundations. Of its 2,129,899 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Morgan Stanley offers a diverse range of services, such as 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. Fees charged by financial advisors largely are based on which service is provided. Fee types charged by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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 North East Suite1600
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

Leon Love Work History

Leon has 13 years of experience.

2022 - Present (1 year)

Morgan Stanley Private Bank, N.A

2021 - Present (2 years)

Morgan Stanley Smith Barney LLC

2015 - Present (8 years)

Unifi Staffing

2021 - 2021 (< 1 year)

Waddell & Reed, Inc

2021 - 2021 (< 1 year)

Gabriel Penfield

2021 - 2021 (< 1 year)

Transamerica Capital, Inc

2021 - 2021 (< 1 year)

Robinhood Financial, LLC

2017 - 2019 (2 years)

Bank Of America, Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2012 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2017 (8 years)

Octane Sports

Disclosures

Leon Love has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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Daniel Levy
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William Marsh
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Thomas Carey
New York, NY
Lane Gehle
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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.

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