LC
LC

Lee Cohn

40 Years of Experience
Deerfield, IL
1 DisclosureBroker

Lee Cohn is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 40 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

111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015

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History

Regulatory History (1)
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Customer Dispute
March 2003
Denied
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2000 - April 2007 · 7 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 2000 - April 2007 · 7 yrs 3 mos
Prudential Securities IncorporatedBroker
January 1995 - January 2000 · 5 yrs
First Investors CorporationBroker
April 1985 - January 1995 · 9 yrs 9 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMNMONCNDNJNMNVNYOHORPASCTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lee Cohn - Financial Advisor | TrueAdvisor