Brian
Leuchtenburg

Morgan Stanley Investment Management Inc

CRD#4568226
Investment Advisor
in New York, NY

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About this Advisor

Brian Leuchtenburg is a financial advisor who works out of New York, New York with a total of 1 year of relevant experience. Leuchtenburg works at Morgan Stanley Investment Management Inc. Their career trajectory has included roles at Merrill Lynch Pierce Fenner And Smith, Ubs Financial Services Inc, Morgan Stanley Distribution, Inc, Cqs (Us), LLC, Eaton Vance Distributors, Inc and Morgan Stanley Investment Management, Inc. Leuchtenburg maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Morgan Stanley Investment Management Inc is a financial advisory business that has its headquarters in New York, NY. The investment advisory business has offices in eight locations and a total of 551 employees. It controls $491 billion in assets under management among its 26,817 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 11 charitable organizations. The firm provides a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice vary depending on which services are offered. Fee types billed by Morgan Stanley Investment Management Inc can be comprised of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

522 Fifth Avenue
New York, NY 10036

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Morgan Stanley Investment Management Inc Brokerage Details

Total Assets Under Management

$490,556,404,670

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

551

NY Average: 88
Total Number of Accounts

26,817

NY Average: 3,892
Average Account Size

$18,292,740

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Brian Leuchtenburg Work History

Brian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Eaton Vance Distributors, Inc

2022 - Present (2 years)

Morgan Stanley Investment Management, Inc

2021 - 2022 (1 year)

Morgan Stanley Distribution, Inc

2019 - 2020 (1 year)

Cqs (Us), LLC

2013 - 2019 (6 years)

Merrill Lynch Pierce Fenner And Smith

2004 - 2013 (9 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 Brian Leuchtenburg 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 Investment Management Inc

Leslie Delany
Chicago, IL
Matthew Ursillo
New York, NY
Michele Ryba
New York, NY
Michael Mctyre
Conshohocken, PA
Katherine Morley
Boston, MA
Marie Gilman
New York, NY
Sarah Rainey
Conshohocken, PA
Shawn Holloway
New York, NY

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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