About this Advisor
Leslie Castrejon is a financial advisor based out of Atlanta, Georgia, who has been in the advisory business for 13 years. Castrejon currently works for Morgan Stanley. During their career, Castrejon has held roles at Morgan Stanley, Ubs Financial Services, Kennesaw State University and Brookwood High School. Castrejon maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia and Texas. Morgan Stanley is a registered investment business that has its headquarters in Atlanta, Georgia. The firm has offices in 732 locations and a total of 26,500 financial advisors. It handles $1 trillion in total assets across its 2,129,899 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 6,380 charities and foundations. Of its 2,129,899 accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. Morgan Stanley offers a broad array 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 usually are based on which services the firm provides the client. However, fees billed by Morgan Stanley most likely include 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
Leslie Castrejon Work History
Leslie has 13 years of experience.
Ubs Financial Services
Kennesaw State University
Brookwood High School
Leslie Castrejon 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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