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About this Advisor
Leslie Wicker is a financial advisor working in Atlanta, Georgia with 6 years of industry experience. Wicker is currently employed by Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Wicker maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and Texas. Morgan Stanley is a financial advisory firm operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in total assets among its 2,233,188 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. Morgan Stanley provides 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. Fees for financial advisory services typically depend on the services. Fee types charged by Morgan Stanley can include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
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 Wicker Work History
Leslie has been registered as a financial advisor for 6 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Leslie Wicker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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