Lee Cohn is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 41 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015
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Regulatory History (1)
Customer Dispute
March 2003Other Business Activities
Lee owns multiple single-family rental home businesses under various LLCs, including 549 Investors LLC, 3549 Investors V LLC, 3549 Investors II LLC, 3549 Investors III LLC, and 3549 Investors IV LLC. These activities are investment-related and take minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
First Investors CorporationBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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