Derek
Leonard

Morgan Stanley

CRD#2768652
Investment Advisor
in Seattle, WA
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About this Advisor

Derek Leonard is an investment advisor whose office is in Seattle, Washington. Currently an advisor at Morgan Stanley, they have gathered 10 years of practice in the financial advisory industry. Leonard has Series 63 and Series 66 licenses, certifying them as a securities representative. Leonard can serve investors based out of Texas and Washington. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Intellectual Ventures Management, Wells Fargo Clearing Services, LLC, Morgan Stanley Private Bank, National Association and Morgan Stanley. Morgan Stanley is headquartered in Seattle, Washington, and has 702 other brick-and-mortar locations in the country. As a company, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and retains more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Morgan Stanley provides 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. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

10 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

601 Union Street-Ste. 2900
Seattle, WA 98101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

WA Average: 88
Total Number of Accounts

1,724,668

WA Average: 3,892
Average Account Size

$426,340

WA 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

Derek Leonard Work History

Derek has 10 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2016 - 2017 (1 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2008 - 2014 (6 years)

Intellectual Ventures Management

Disclosures

Derek Leonard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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