Lebbeus
Woods

Morgan Stanley

CRD#2471313
Investment Advisor
in Indianapolis, IN

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About this Advisor

Lebbeus Woods is a certified financial planner operating in Indianapolis, Indiana who has 8 years of industry experience. Woods works at Morgan Stanley. During their career, the advisor has held roles at Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Woods maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Indiana. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 people on staff. It manages $1 trillion in assets across its 2,233,188 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets. Morgan Stanley provides a number 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 charged by financial advisors largely depend on which services are provided. Fee types charged by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 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

Office Location

800 East 96Th Street Suite 400
Indianapolis, IN 46240

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

IN Average: 88
Total Number of Accounts

2,233,188

IN Average: 3,892
Average Account Size

$530,659

IN Average: $1,917,921

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

Lebbeus Woods Work History

Lebbeus has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Morgan Stanley Smith Barney LLC

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2004 - 2015 (11 years)

Ubs Financial Services Inc

*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.

Disclosures

Please visit the SEC profile of Lebbeus Woods to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Margret Birch
Oak Brook, IL
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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