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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
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
Derek Leonard Work History
Derek has 10 years of experience.
Morgan Stanley Private Bank, National Association
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Intellectual Ventures Management
Derek Leonard has no disclosures.
Please visit their SEC profile for more details.