LO
CFA
LO
CFA

Leah Ogden

22 Years of Experience
Chapel Hill, NC
Broker

Leah Ogden is a CFA-designated registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Leah is a board member and on the finance committee for Carolina Meadows CCRC, a non-profit organization, since March 2023. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
June 2011 - September 2022 · 11 yrs 3 mos
Raymond James & Associates, INC.Broker
May 2011 - September 2022 · 11 yrs 4 mos
Kuhn & Carson, INC.
October 2008 - November 2010 · 2 yrs 1 mo
Woodward Financial Advisors, LLC
February 2003 - September 2008 · 5 yrs 7 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.