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Pamela Heffner-Lecher

33 Years of Experience
Garden City, NY
Broker

Pamela Heffner-Lecher is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 33 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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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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Employment History
Current Registrations
Morgan Stanley
December 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
July 2019 - Present · 7 yrs
Previous Registrations
Butler Capital PartnersBroker
September 2004 - April 2019 · 14 yrs 7 mos
Morgan Stanley Dw INC.Broker
December 2002 - May 2004 · 1 yr 5 mos
Morgan Stanley & CO., IncorporatedBroker
September 1995 - October 2001 · 6 yrs 1 mo
W.J. Nolan & Company, INC.Broker
September 1994 - May 1995 · 8 mos
W.J. Nolan & Company, INC.Broker
January 1986 - November 1989 · 3 yrs 10 mos
Shearson Lehman Brothers INC.Broker
July 1985 - November 1985 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Pamela Heffner-Lecher - Financial Advisor | TrueAdvisor